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MONTAG & CALDWELL, LLC: MA position timeline

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

MONTAG & CALDWELL, LLC held 270 MA 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 270 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $151,724.

    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 270 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $147,992.

    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 270 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $142,174.

    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).