MONTAG & CALDWELL, LLC: AVGO position timeline

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

MONTAG & CALDWELL, LLC held 1,490 AVGO 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 1,490 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $410,719.
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 1,490 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $249,471.
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 1,490 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $345,442.
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 ended2024-09-30
13F 1,490 shares
Change vs previous 13F +1,341 shares
0.05% of the 13F portfolio, value $257,025.
13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 149 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $239,224.
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).