0001580642-16-012012.txt : 20161110 0001580642-16-012012.hdr.sgml : 20161110 20161110152333 ACCESSION NUMBER: 0001580642-16-012012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161110 DATE AS OF CHANGE: 20161110 EFFECTIVENESS DATE: 20161110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MONTAGE INVESTMENTS, LLC CENTRAL INDEX KEY: 0001483238 IRS NUMBER: 271392980 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17369 FILM NUMBER: 161987714 BUSINESS ADDRESS: STREET 1: 11300 TOMAHAWK CREEK PKWY STREET 2: SUITE 200 CITY: LEAWOOD STATE: KS ZIP: 66211 BUSINESS PHONE: 913-647-9700 MAIL ADDRESS: STREET 1: 11300 TOMAHAWK CREEK PKWY STREET 2: SUITE 200 CITY: LEAWOOD STATE: KS ZIP: 66211 FORMER COMPANY: FORMER CONFORMED NAME: MONTAGE ASSET MANAGEMENT, LLC DATE OF NAME CHANGE: 20100729 FORMER COMPANY: FORMER CONFORMED NAME: MARINER ASSET MANAGEMENT, LLC DATE OF NAME CHANGE: 20100203 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001483238 XXXXXXXX 09-30-2016 09-30-2016 false MONTAGE INVESTMENTS, LLC

11300 Tomahawk Creek Pkwy Suite 200 LEAWOOD KS 66211

13F COMBINATION REPORT 028-17369 028-13550 Giralda Advisors, LLC 028-13404 Convergence Investment Partners, LLC 028-11123 Tortoise Capital Advisors, LLC 028-13833 Nuance Investments, LLC N Bethanie Glawson 913-378-9179 /s/ Bethanie Glawson Leawood KS 11-10-2016 0 247 182200 INFORMATION TABLE 2 infotable.xml ISHARES TR SP SMCP600VL ETF 464287879 5 38 SH DFND 38 0 0 ISHARES TR S&P 500 VAL ETF 464287408 6 68 SH DFND 68 0 0 ISHARES TR CORE S&P500 ETF 464287200 14 63 SH DFND 63 0 0 ISHARES TR CORE S&P500 ETF 464287200 702 3225 SH SOLE 3225 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 6 51 SH DFND 51 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3686 17040 SH DFND 17040 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 234 1083 SH DFND 1083 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 253 5370 SH DFND 5370 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 84670702 361 2500 SH DFND 2500 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 84670702 426 2950 SH DFND 2950 0 0 NISOURCE INC COM 65473P105 1090 45197 SH DFND 45197 0 0 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