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MONTAG & CALDWELL, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG & CALDWELL, LLC on ACN, newest first. How the timeline and the estimate are built.

MONTAG & CALDWELL, LLC held 27,888 ACN shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 27,888 shares
    Change vs previous 13F -1,315 shares

    1.8% of the 13F portfolio, value $8,231,729.

    13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 29,203 shares
    Change vs previous 13F -411 shares

    2.11% of the 13F portfolio, value $9,112,504.

    13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 29,614 shares
    Change vs previous 13F +4,839 shares

    2.22% of the 13F portfolio, value $10,417,909.

    13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 24,775 shares
    Change vs previous 13F -1,033 shares

    1.78% of the 13F portfolio, value $8,757,466.

    13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 25,808 shares
    Change vs previous 13F +10,882 shares

    1.58% of the 13F portfolio, value $7,830,406.

    13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 14,926 shares
    Change vs previous 13F +227 shares

    0.89% of the 13F portfolio, value $5,173,501.

    13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 14,699 shares
    Change vs previous 13F -7,391 shares

    0.9% of the 13F portfolio, value $5,158,026.

    13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 22,090 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $6,784,060.

    13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).