MONTAG & CALDWELL, LLC: NVDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG & CALDWELL, LLC on NVDA, newest first. How the timeline and the estimate are built.
MONTAG & CALDWELL, LLC held 104,921 NVDA shares at 2025-06-30 per its 13F-HR filed 2025-08-15.
the latest 13F is the newest step
- period ended2025-06-3013F 104,921 sharesChange vs previous 13F +18,831 shares
3.63% of the 13F portfolio, value $16,576,468.
13F-HR 0001062993-25-014469 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 ended2025-03-3113F 86,090 sharesChange vs previous 13F -73,485 shares
2.16% of the 13F portfolio, value $9,330,434.
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).
- period ended2024-12-3113F 159,575 sharesChange vs previous 13F -16,121 shares
4.57% of the 13F portfolio, value $21,429,327.
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 175,696 sharesChange vs previous 13F -8,100 shares
4.33% of the 13F portfolio, value $21,336,522.
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 183,796 sharesChange vs previous 13F +142,881 shares
4.59% of the 13F portfolio, value $22,706,158.
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 40,915 sharesChange vs previous 13F -477 shares
6.37% of the 13F portfolio, value $36,969,157.
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 41,392 sharesChange vs previous 13F -40,653 shares
3.58% of the 13F portfolio, value $20,498,146.
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 82,045 sharesChange vs previous 13F not available
4.58% of the 13F portfolio, value $35,688,755.
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).