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Montz Harcus Wealth Management LLC: HBCP position timeline

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

Montz Harcus Wealth Management LLC held 63,787 HBCP 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 63,787 shares
    Change vs previous 13F -30,963 shares

    1.48% of the 13F portfolio, value $4,213,783.

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

  2. period ended2026-06-30
    13F 94,750 shares
    Change vs previous 13F -5,244 shares

    2.31% of the 13F portfolio, value $6,492,269.

    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 99,994 shares
    Change vs previous 13F -2,296 shares

    2.45% of the 13F portfolio, value $6,057,649.

    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 102,290 shares
    Change vs previous 13F -3,899 shares

    2.4% of the 13F portfolio, value $5,912,385.

    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 106,189 shares
    Change vs previous 13F -1,629 shares

    2.52% of the 13F portfolio, value $5,768,722.

    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 107,818 shares
    Change vs previous 13F -5,247 shares

    2.69% of the 13F portfolio, value $5,582,816.

    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 113,065 shares
    Change vs previous 13F +83,965 shares

    2.77% of the 13F portfolio, value $5,065,312.

    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 29,100 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,344,711.

    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).