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Montz Harcus Wealth Management LLC: IEFA position timeline

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

Montz Harcus Wealth Management LLC held 142,434 IEFA 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 142,434 shares
    Change vs previous 13F -461 shares

    4.84% of the 13F portfolio, value $13,799,028.

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

  2. period ended2026-06-30
    13F 142,895 shares
    Change vs previous 13F +10,092 shares

    4.91% of the 13F portfolio, value $13,800,768.

    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 132,803 shares
    Change vs previous 13F +8,357 shares

    4.86% of the 13F portfolio, value $12,022,641.

    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 124,446 shares
    Change vs previous 13F +1,859 shares

    4.51% of the 13F portfolio, value $11,132,925.

    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 122,587 shares
    Change vs previous 13F +2,502 shares

    4.67% of the 13F portfolio, value $10,703,049.

    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 120,085 shares
    Change vs previous 13F +2,363 shares

    4.84% of the 13F portfolio, value $10,024,661.

    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 117,722 shares
    Change vs previous 13F +13,968 shares

    4.87% of the 13F portfolio, value $8,905,660.

    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 103,754 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $7,291,837.

    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).