Montz Harcus Wealth Management LLC: IWS position timeline

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

Montz Harcus Wealth Management LLC held 0 IWS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 0 shares
Change vs previous 13F -1,289 shares
13F-HR 0002085853-26-001134 filed by Montz Harcus Wealth Management LLC
Accepted 2026-10-09 12:53:15 UTC, ingested 2026-10-09 12:55:09 UTC
Exited: the 13F for this period no longer lists the position.
period ended2026-06-30
13F 1,289 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $212,088.
13F-HR 0002085853-26-000855 filed by Montz Harcus Wealth Management LLC
Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).