MONTAG & CALDWELL, LLC: IQV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG & CALDWELL, LLC on IQV, newest first. How the timeline and the estimate are built.
MONTAG & CALDWELL, LLC held 0 IQV shares at 2025-03-31 per its 13F-HR filed 2025-05-13.
the latest 13F is the newest step
- period ended2025-03-3113F 0 sharesChange vs previous 13F -13,090 shares
13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 13,090 sharesChange vs previous 13F -38,012 shares
0.55% of the 13F portfolio, value $2,572,316.
13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 51,102 sharesChange vs previous 13F -2,141 shares
2.46% of the 13F portfolio, value $12,109,641.
13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 53,243 sharesChange vs previous 13F -13,666 shares
2.27% of the 13F portfolio, value $11,257,700.
13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 66,909 sharesChange vs previous 13F +841 shares
2.92% of the 13F portfolio, value $16,920,617.
13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 66,068 sharesChange vs previous 13F -43,518 shares
2.67% of the 13F portfolio, value $15,286,814.
13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 109,586 sharesChange vs previous 13F not available
2.77% of the 13F portfolio, value $21,561,045.
13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).