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Montz Harcus Wealth Management LLC: IVV position timeline

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

Montz Harcus Wealth Management LLC held 2,379 IVV 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 2,379 shares
    Change vs previous 13F +704 shares

    0.64% of the 13F portfolio, value $1,821,646.

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

  2. period ended2026-06-30
    13F 1,675 shares
    Change vs previous 13F +1 shares

    0.45% of the 13F portfolio, value $1,254,550.

    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 1,674 shares
    Change vs previous 13F +8 shares

    0.44% of the 13F portfolio, value $1,093,366.

    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 1,666 shares
    Change vs previous 13F +5 shares

    0.46% of the 13F portfolio, value $1,141,370.

    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 1,661 shares
    Change vs previous 13F +5 shares

    0.49% of the 13F portfolio, value $1,111,443.

    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 1,656 shares
    Change vs previous 13F -64 shares

    0.5% of the 13F portfolio, value $1,028,039.

    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 1,720 shares
    Change vs previous 13F +96 shares

    0.53% of the 13F portfolio, value $966,279.

    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 1,624 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $955,827.

    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).