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MONTAG & CALDWELL, LLC: NOW position timeline

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

MONTAG & CALDWELL, LLC held 12,801 NOW 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 12,801 shares
    Change vs previous 13F -385 shares

    2.88% of the 13F portfolio, value $13,160,452.

    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 13,186 shares
    Change vs previous 13F -531 shares

    2.44% of the 13F portfolio, value $10,497,902.

    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 13,717 shares
    Change vs previous 13F +1,802 shares

    3.1% of the 13F portfolio, value $14,541,666.

    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 11,915 shares
    Change vs previous 13F +283 shares

    2.16% of the 13F portfolio, value $10,656,657.

    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 11,632 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $9,150,545.

    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).