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Montz Harcus Wealth Management LLC: IBIT position timeline

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

Montz Harcus Wealth Management LLC held 40,441 IBIT 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 40,441 shares
    Change vs previous 13F -323 shares

    0.67% of the 13F portfolio, value $1,914,477.

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

  2. period ended2026-06-30
    13F 40,764 shares
    Change vs previous 13F -18,217 shares

    0.48% of the 13F portfolio, value $1,357,034.

    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 58,981 shares
    Change vs previous 13F +16,150 shares

    0.92% of the 13F portfolio, value $2,266,050.

    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 42,831 shares
    Change vs previous 13F +5,379 shares

    0.86% of the 13F portfolio, value $2,126,559.

    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 37,452 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $2,434,380.

    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 37,452 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $2,292,437.

    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 37,452 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $1,753,128.

    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 37,452 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,986,829.

    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).