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Montz Harcus Wealth Management LLC: AMAT position timeline

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

Montz Harcus Wealth Management LLC held 724 AMAT 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 724 shares
    Change vs previous 13F -7 shares

    0.13% of the 13F portfolio, value $370,239.

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

  2. period ended2026-06-30
    13F 731 shares
    Change vs previous 13F +21 shares

    0.19% of the 13F portfolio, value $528,513.

    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 710 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $242,671.

    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).