MONTAG & CALDWELL, LLC: APD position timeline

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

MONTAG & CALDWELL, LLC held 117 APD shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

period ended2025-06-30
13F 117 shares
Change vs previous 13F -32 shares
0.01% of the 13F portfolio, value $29,239.
13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 149 shares
Change vs previous 13F +117 shares
0.01% of the 13F portfolio, value $38,677.
13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 32 shares
Change vs previous 13F +32 shares
<0.01% of the 13F portfolio, value $9,281.
13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 0 shares
Change vs previous 13F -23,125 shares
13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-03-31
13F 23,125 shares
Change vs previous 13F -24,537 shares
0.97% of the 13F portfolio, value $5,602,494.
13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 47,662 shares
Change vs previous 13F -2,330 shares
2.28% of the 13F portfolio, value $13,049,855.
13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 49,992 shares
Change vs previous 13F not available
1.82% of the 13F portfolio, value $14,167,733.
13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
Filed 2023-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).