Position in VVV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$23,961
+$4,023 QoQ
Shares Held
606
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#363
of 447 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VVV Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $449,975 across 5 Auto & Truck Dealerships names. VVV ranks #3 (5.3% of the industry book) .
All Filings in VVV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,961 | 606 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $19,938 | 592 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $15,924 | 548 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $19,678 | 548 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,752 | 548 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $19,075 | 548 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $19,826 | 548 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $22,933 | 548 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $23,673 | 548 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,424 | 548 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $20,593 | 548 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,667 | 548 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $20,555 | 548 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $19,147 | 548 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,892 | 548 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $13,886 | 548 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $15,798 | 548 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $17,294 | 548 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $20,434 | 548 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $17,086 | 548 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $17,788 | 548 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $14,286 | 548 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,680 | 548 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||