Position in VMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$49,096
+$15,133 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#547
of 649 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $2,939,420 across 3 Conglomerates names. VMI ranks #3 (1.7% of the industry book) .
All Filings in VMI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,096 | 85 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $33,963 | 85 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $43,048 | 107 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,714 | 7 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,612 | 8 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,282 | 8 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,840 | 6 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,739 | 6 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,097 | 4 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||