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Montz Harcus Wealth Management LLC: GAB position timeline

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

Montz Harcus Wealth Management LLC held 18,047 GAB 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 18,047 shares
    Change vs previous 13F +480 shares

    0.03% of the 13F portfolio, value $94,564.

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

  2. period ended2026-06-30
    13F 17,567 shares
    Change vs previous 13F +458 shares

    0.04% of the 13F portfolio, value $99,427.

    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 17,109 shares
    Change vs previous 13F +440 shares

    0.04% of the 13F portfolio, value $95,811.

    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 16,669 shares
    Change vs previous 13F +392 shares

    0.04% of the 13F portfolio, value $102,845.

    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 16,277 shares
    Change vs previous 13F +381 shares

    0.04% of the 13F portfolio, value $99,128.

    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 15,896 shares
    Change vs previous 13F +403 shares

    0.04% of the 13F portfolio, value $92,512.

    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 15,493 shares
    Change vs previous 13F +400 shares

    0.05% of the 13F portfolio, value $85,364.

    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 15,093 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $81,202.

    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).