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MONTAG & CALDWELL, LLC: AGGM position timeline

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

MONTAG & CALDWELL, LLC held 5,237 AGGM 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 5,237 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $546,984.

    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 5,237 shares
    Change vs previous 13F -48 shares

    0.13% of the 13F portfolio, value $545,381.

    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 5,285 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $540,256.

    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).