Montz Harcus Wealth Management LLC: DIS position timeline

Montz Harcus Wealth Management LLC held 0 DIS shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,859 shares

   13F-HR 0002085853-26-000067 filed by Montz Harcus Wealth Management LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 1,859 shares

   Change vs previous 13F -228 shares

   0.09% of the 13F portfolio, value $212,818.

   13F-HR 0002085853-25-000117 filed by Montz Harcus Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 2,087 shares

   Change vs previous 13F +15 shares

   0.12% of the 13F portfolio, value $258,856.

   13F-HR 0001667731-25-000896 filed by Montz Harcus Wealth Management LLC
   Filed 2025-07-21 (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).

4. period ended2025-03-31

   13F 2,072 shares

   Change vs previous 13F +35 shares

   0.11% of the 13F portfolio, value $204,516.

   13F-HR 0001667731-25-000468 filed by Montz Harcus Wealth Management LLC
   Filed 2025-04-21 (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).

5. period ended2024-12-31

   13F 2,037 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $226,843.

   13F-HR 0001667731-25-000158 filed by Montz Harcus Wealth Management LLC
   Filed 2025-01-29 (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).