MONTAG & CALDWELL, LLC: XLI position timeline

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

MONTAG & CALDWELL, LLC held 4,606 XLI shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

period ended2025-06-30
13F 4,606 shares
Change vs previous 13F -1 shares
0.15% of the 13F portfolio, value $679,477.
13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,607 shares
Change vs previous 13F -43 shares
0.14% of the 13F portfolio, value $603,839.
13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,650 shares
Change vs previous 13F -35 shares
0.13% of the 13F portfolio, value $612,684.
13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,685 shares
Change vs previous 13F +2,713 shares
0.13% of the 13F portfolio, value $634,536.
13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 1,972 shares
Change vs previous 13F +17 shares
0.05% of the 13F portfolio, value $240,328.
13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 1,955 shares
Change vs previous 13F +1,955 shares
0.04% of the 13F portfolio, value $246,252.
13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 0 shares
Change vs previous 13F -3,172 shares
13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2023-09-30
13F 3,172 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $321,577.
13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
Filed 2023-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).