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MONTAG & CALDWELL, LLC: VEEV position timeline

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

MONTAG & CALDWELL, LLC held 5,555 VEEV 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 5,555 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,599,729.

    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 5,555 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,286,705.

    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 5,555 shares
    Change vs previous 13F -10 shares

    0.25% of the 13F portfolio, value $1,167,939.

    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 5,565 shares
    Change vs previous 13F +2,170 shares

    0.24% of the 13F portfolio, value $1,167,927.

    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 3,395 shares
    Change vs previous 13F +110 shares

    0.13% of the 13F portfolio, value $621,319.

    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 3,285 shares
    Change vs previous 13F +1,104 shares

    0.13% of the 13F portfolio, value $761,102.

    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 2,181 shares
    Change vs previous 13F -2,937 shares

    0.07% of the 13F portfolio, value $419,886.

    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 5,118 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,041,257.

    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).