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MONTAG & CALDWELL, LLC: SPGI position timeline

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

MONTAG & CALDWELL, LLC held 23,826 SPGI 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 23,826 shares
    Change vs previous 13F -1,191 shares

    2.75% of the 13F portfolio, value $12,563,211.

    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 25,017 shares
    Change vs previous 13F -1,671 shares

    2.95% of the 13F portfolio, value $12,711,138.

    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 26,688 shares
    Change vs previous 13F -6,798 shares

    2.84% of the 13F portfolio, value $13,291,425.

    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 33,486 shares
    Change vs previous 13F -1,620 shares

    3.51% of the 13F portfolio, value $17,299,536.

    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 35,106 shares
    Change vs previous 13F -1,792 shares

    3.16% of the 13F portfolio, value $15,657,276.

    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 36,898 shares
    Change vs previous 13F -666 shares

    2.7% of the 13F portfolio, value $15,698,254.

    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 37,564 shares
    Change vs previous 13F +4,931 shares

    2.89% of the 13F portfolio, value $16,547,693.

    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 32,633 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $11,924,424.

    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).