Skip to content
Disclosery

MONTAG & CALDWELL, LLC: ICE position timeline

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

MONTAG & CALDWELL, LLC held 77,641 ICE 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 77,641 shares
    Change vs previous 13F -3,819 shares

    3.12% of the 13F portfolio, value $14,244,794.

    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 81,460 shares
    Change vs previous 13F -4,377 shares

    3.26% of the 13F portfolio, value $14,051,850.

    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 85,837 shares
    Change vs previous 13F -7,292 shares

    2.73% of the 13F portfolio, value $12,790,571.

    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 93,129 shares
    Change vs previous 13F -4,117 shares

    3.04% of the 13F portfolio, value $14,960,242.

    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 97,246 shares
    Change vs previous 13F -27,683 shares

    2.69% of the 13F portfolio, value $13,312,005.

    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 124,929 shares
    Change vs previous 13F -4,008 shares

    2.96% of the 13F portfolio, value $17,168,992.

    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 128,937 shares
    Change vs previous 13F -74,489 shares

    2.89% of the 13F portfolio, value $16,559,379.

    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 203,426 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $22,380,928.

    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).