Skip to content
Disclosery

Montz Harcus Wealth Management LLC: IYW position timeline

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

Montz Harcus Wealth Management LLC held 5,812 IYW 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 5,812 shares
    Change vs previous 13F +1 shares

    0.54% of the 13F portfolio, value $1,539,497.

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

  2. period ended2026-06-30
    13F 5,811 shares
    Change vs previous 13F -3,200 shares

    0.52% of the 13F portfolio, value $1,465,602.

    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 9,011 shares
    Change vs previous 13F -1,442 shares

    0.66% of the 13F portfolio, value $1,634,784.

    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 10,453 shares
    Change vs previous 13F +64 shares

    0.85% of the 13F portfolio, value $2,087,194.

    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 10,389 shares
    Change vs previous 13F +3 shares

    0.89% of the 13F portfolio, value $2,034,750.

    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 10,386 shares
    Change vs previous 13F +6 shares

    0.87% of the 13F portfolio, value $1,799,512.

    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 10,380 shares
    Change vs previous 13F -824 shares

    0.8% of the 13F portfolio, value $1,457,797.

    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 11,204 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,787,319.

    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).