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MONTAG & CALDWELL, LLC: V position timeline

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

MONTAG & CALDWELL, LLC held 55,278 V 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 55,278 shares
    Change vs previous 13F -1,464 shares

    4.3% of the 13F portfolio, value $19,626,454.

    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 56,742 shares
    Change vs previous 13F -2,255 shares

    4.61% of the 13F portfolio, value $19,885,801.

    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 58,997 shares
    Change vs previous 13F -4,663 shares

    3.98% of the 13F portfolio, value $18,645,412.

    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 63,660 shares
    Change vs previous 13F -2,619 shares

    3.56% of the 13F portfolio, value $17,503,317.

    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 66,279 shares
    Change vs previous 13F -9,931 shares

    3.51% of the 13F portfolio, value $17,396,249.

    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 76,210 shares
    Change vs previous 13F -2,309 shares

    3.66% of the 13F portfolio, value $21,268,687.

    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 78,519 shares
    Change vs previous 13F -41,993 shares

    3.57% of the 13F portfolio, value $20,442,422.

    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 120,512 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $27,718,965.

    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).