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Montz Harcus Wealth Management LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Montz Harcus Wealth Management LLC on AAPL, newest first. How the timeline and the estimate are built.

Montz Harcus Wealth Management LLC held 35,987 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,987 shares
    Change vs previous 13F +997 shares

    4.2% of the 13F portfolio, value $11,984,519.

    13F-HR 0002085853-26-001134 filed by Montz Harcus Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,990 shares
    Change vs previous 13F +521 shares

    3.6% of the 13F portfolio, value $10,124,663.

    13F-HR 0002085853-26-000855 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 34,469 shares
    Change vs previous 13F -108 shares

    3.53% of the 13F portfolio, value $8,747,788.

    13F-HR 0002085853-26-000518 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 34,577 shares
    Change vs previous 13F -636 shares

    3.81% of the 13F portfolio, value $9,399,989.

    13F-HR 0002085853-26-000067 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 35,213 shares
    Change vs previous 13F -59 shares

    3.91% of the 13F portfolio, value $8,966,272.

    13F-HR 0002085853-25-000117 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 35,272 shares
    Change vs previous 13F -81 shares

    3.49% of the 13F portfolio, value $7,236,687.

    13F-HR 0001667731-25-000896 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 35,353 shares
    Change vs previous 13F +1,432 shares

    4.29% of the 13F portfolio, value $7,853,015.

    13F-HR 0001667731-25-000468 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 33,921 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $8,494,423.

    13F-HR 0001667731-25-000158 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).