MONTAG & CALDWELL, LLC Info

MONTAG & CALDWELL, LLC info

MONTAG & CALDWELL, LLC (SEC CIK 67698) first filed with the SEC on 1999-04-29 (Form 13F-HR) and has filed 138 times since, including 106 Form 13F-HR quarterly holdings reports. It is organized in GA and registered at 3455 PEACHTREE ROAD NE, STE 1500, ATLANTA, GA, 30326.

Name: Value MONTAG & CALDWELL, LLC.
SEC CIK: Value 67698.
State of organization: Value GA.
Business address: Value 3455 PEACHTREE ROAD NE, STE 1500, ATLANTA, GA, 30326.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	MONTAG & CALDWELL, LLC
SEC CIK	67698
State of organization	GA
Business address	3455 PEACHTREE ROAD NE, STE 1500, ATLANTA, GA, 30326
Mailing address	3455 PEACHTREE ROAD NE, STE 1500, ATLANTA, GA, 30326
Phone	4048367129
Fiscal year end	December 31
Former names	MONTAG & CALDWELL INC (1999-04-29 to 2010-08-02)

SEC Filing History

Field	Value
First SEC filing	1999-04-29 (Form 13F-HR)
Latest SEC filing	2025-08-28 (Form N-PX)
Filings on EDGAR	138
First Form 13F-HR	1999-04-29 (quarter ended 1999-03-31)
Latest Form 13F-HR	2025-08-15 (quarter ended 2025-06-30)
Form 13F-HR filings	106

Filings by Form

Form	Filings	Latest
13F-HR	106	2025-08-15
SC 13G	24	2006-02-06
13F-HR/A	5	2022-05-12
N-PX	2	2025-08-28
N-PX/A	1	2024-08-23

Filings by Year

Year	Filings	Form 13F-HR
2025	4	3
2024	6	4
2023	4	4
2022	5	4
2021	4	4
2020	4	4
2019	4	4
2018	4	4
2017	4	4
2016	4	4
2015	4	4
2014	4	4
2013	4	4
2012	4	4
2011	4	4
2010	4	4
2009	4	4
2008	4	4
2007	4	4
2006	6	4
2005	6	4
2004	8	4
2003	11	4
2002	6	4
2001	8	4
2000	11	4
1999	3	3

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