MONTAG & CALDWELL, LLC: XLV position timeline

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

MONTAG & CALDWELL, LLC held 3,973 XLV 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 3,973 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $535,521.
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 3,973 shares
Change vs previous 13F -29 shares
0.13% of the 13F portfolio, value $580,098.
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 4,002 shares
Change vs previous 13F -29 shares
0.12% of the 13F portfolio, value $550,555.
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 4,031 shares
Change vs previous 13F -32 shares
0.13% of the 13F portfolio, value $620,855.
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 4,063 shares
Change vs previous 13F -2,003 shares
0.12% of the 13F portfolio, value $592,182.
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 6,066 shares
Change vs previous 13F +942 shares
0.15% of the 13F portfolio, value $896,130.
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 5,124 shares
Change vs previous 13F +266 shares
0.12% of the 13F portfolio, value $698,811.
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).
period ended2023-09-30
13F 4,858 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $625,419.
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).