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Montz Harcus Wealth Management LLC: MDYV position timeline

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

Montz Harcus Wealth Management LLC held 42,231 MDYV 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 42,231 shares
    Change vs previous 13F -401 shares

    1.31% of the 13F portfolio, value $3,737,843.

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

  2. period ended2026-06-30
    13F 42,632 shares
    Change vs previous 13F -2,530 shares

    1.44% of the 13F portfolio, value $4,043,682.

    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 45,162 shares
    Change vs previous 13F +199 shares

    1.55% of the 13F portfolio, value $3,845,519.

    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 44,963 shares
    Change vs previous 13F -754 shares

    1.54% of the 13F portfolio, value $3,806,148.

    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 45,717 shares
    Change vs previous 13F -157 shares

    1.66% of the 13F portfolio, value $3,813,258.

    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 45,874 shares
    Change vs previous 13F +1,522 shares

    1.76% of the 13F portfolio, value $3,643,798.

    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 44,352 shares
    Change vs previous 13F +1,827 shares

    1.87% of the 13F portfolio, value $3,417,355.

    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 42,525 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $3,410,534.

    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).