At some point, new vision-only 3 and Y were shipping with 2021.4.12 or earlier and these cars were getting updates as usual up to .4.21.x and then also stopped getting updates. Then in early July, the 2021.3.104 cars started showing up. We have since seen .3.105, .3.106, and .3.106.5. These are not older than the .4. firmware and even list items in the revision history from .4.12. Right at the end of August, 2021.11.101 showed up, quickly followed by .11.102 and then 11.102.2 and now I've even seen 11.103 and 3.107. I'm pretty sure that the .3.107 came out after .11.102.2, so they are still actively developing both branches.
There are a few reports from early last week of a handful of people with .3.106(.5) and .11.102 that updated to .32.10, but the vast majority of all new 3 and Y since early-mid July have received no updates at all, not even to newer versions of their own branch. We know that this is for both Fremont and China cars. This isn't a normal quarantine of "a couple weeks" that new cars experience, it's something else.
I'm a bit surprised I haven't seen any news articles from places Teslarati with no new model 3 or Y getting any updates for more than two months.
EDIT: I just saw someone post that their car delivered in June with .3.102.6 and same-day updated to .4.18.x. An interesting datapoint along with all the other .3.x cars listing features from .4.x in their revision notes.