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MONTAG & CALDWELL, LLC: GVI position timeline

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

MONTAG & CALDWELL, LLC held 29,325 GVI 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 29,325 shares
    Change vs previous 13F -54 shares

    0.69% of the 13F portfolio, value $3,131,617.

    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 29,379 shares
    Change vs previous 13F -361 shares

    0.72% of the 13F portfolio, value $3,114,762.

    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 29,740 shares
    Change vs previous 13F -216 shares

    0.66% of the 13F portfolio, value $3,099,800.

    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 29,956 shares
    Change vs previous 13F +12,368 shares

    0.65% of the 13F portfolio, value $3,208,288.

    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 17,588 shares
    Change vs previous 13F +83 shares

    0.37% of the 13F portfolio, value $1,824,403.

    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 17,505 shares
    Change vs previous 13F +4,025 shares

    0.31% of the 13F portfolio, value $1,820,170.

    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 13,480 shares
    Change vs previous 13F -6,112 shares

    0.25% of the 13F portfolio, value $1,412,165.

    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 19,592 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,985,257.

    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).