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Montz Harcus Wealth Management LLC: BFST position timeline

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

Montz Harcus Wealth Management LLC held 40,939 BFST 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 40,939 shares
    Change vs previous 13F +196 shares

    0.43% of the 13F portfolio, value $1,231,864.

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

  2. period ended2026-06-30
    13F 40,743 shares
    Change vs previous 13F +213 shares

    0.45% of the 13F portfolio, value $1,252,021.

    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 40,530 shares
    Change vs previous 13F +217 shares

    0.44% of the 13F portfolio, value $1,095,936.

    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 40,313 shares
    Change vs previous 13F +228 shares

    0.43% of the 13F portfolio, value $1,053,785.

    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 40,085 shares
    Change vs previous 13F +224 shares

    0.41% of the 13F portfolio, value $946,408.

    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 39,861 shares
    Change vs previous 13F +239 shares

    0.47% of the 13F portfolio, value $982,573.

    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 39,622 shares
    Change vs previous 13F +209 shares

    0.53% of the 13F portfolio, value $964,805.

    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 39,413 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,012,911.

    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).