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MONTAG & CALDWELL, LLC: LOW position timeline

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

MONTAG & CALDWELL, LLC held 49,320 LOW 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 49,320 shares
    Change vs previous 13F -4,138 shares

    2.4% of the 13F portfolio, value $10,942,628.

    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 53,458 shares
    Change vs previous 13F -2,403 shares

    2.89% of the 13F portfolio, value $12,468,009.

    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 55,861 shares
    Change vs previous 13F +8,275 shares

    2.94% of the 13F portfolio, value $13,786,495.

    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 47,586 shares
    Change vs previous 13F -2,298 shares

    2.62% of the 13F portfolio, value $12,888,668.

    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 49,884 shares
    Change vs previous 13F +9,171 shares

    2.22% of the 13F portfolio, value $10,997,427.

    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 40,713 shares
    Change vs previous 13F -944 shares

    1.79% of the 13F portfolio, value $10,370,823.

    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 41,657 shares
    Change vs previous 13F -25,097 shares

    1.62% of the 13F portfolio, value $9,270,766.

    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 66,754 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $13,874,151.

    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).