MONTAG & CALDWELL, LLC: EW position timeline

MONTAG & CALDWELL, LLC held 90,353 EW 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 90,353 shares

   Change vs previous 13F +1,940 shares

   1.55% of the 13F portfolio, value $7,066,508.

   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).

2. period ended2025-03-31

   13F 88,413 shares

   Change vs previous 13F -3,446 shares

   1.49% of the 13F portfolio, value $6,408,174.

   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).

3. period ended2024-12-31

   13F 91,859 shares

   Change vs previous 13F -9,332 shares

   1.45% of the 13F portfolio, value $6,800,322.

   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).

4. period ended2024-09-30

   13F 101,191 shares

   Change vs previous 13F -83,359 shares

   1.36% of the 13F portfolio, value $6,677,594.

   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).

5. period ended2024-06-30

   13F 184,550 shares

   Change vs previous 13F -46,850 shares

   3.44% of the 13F portfolio, value $17,046,883.

   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).

6. period ended2024-03-31

   13F 231,400 shares

   Change vs previous 13F +14,333 shares

   3.81% of the 13F portfolio, value $22,112,584.

   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).

7. period ended2023-12-31

   13F 217,067 shares

   Change vs previous 13F -160,811 shares

   2.89% of the 13F portfolio, value $16,551,359.

   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).

8. period ended2023-09-30

   13F 377,878 shares

   Change vs previous 13F not available

   3.36% of the 13F portfolio, value $26,179,388.

   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).