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Montz Harcus Wealth Management LLC: META position timeline

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

Montz Harcus Wealth Management LLC held 4,380 META 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 4,380 shares
    Change vs previous 13F -192 shares

    1.11% of the 13F portfolio, value $3,176,532.

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

  2. period ended2026-06-30
    13F 4,572 shares
    Change vs previous 13F -136 shares

    0.92% of the 13F portfolio, value $2,575,416.

    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 4,708 shares
    Change vs previous 13F +36 shares

    1.09% of the 13F portfolio, value $2,693,822.

    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 4,672 shares
    Change vs previous 13F -44 shares

    1.25% of the 13F portfolio, value $3,084,242.

    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 4,716 shares
    Change vs previous 13F +4 shares

    1.51% of the 13F portfolio, value $3,463,552.

    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 4,712 shares
    Change vs previous 13F +37 shares

    1.68% of the 13F portfolio, value $3,478,216.

    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 4,675 shares
    Change vs previous 13F +17 shares

    1.47% of the 13F portfolio, value $2,694,766.

    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 4,658 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,727,327.

    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).