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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

  1. period ended2025-06-30
    13F 104,921 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 86,090 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 159,575 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 175,696 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 183,796 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 40,915 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 41,392 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 82,045 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).