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Montz Harcus Wealth Management LLC: MSFT position timeline

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

Montz Harcus Wealth Management LLC held 13,903 MSFT 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 13,903 shares
    Change vs previous 13F +37 shares

    2.5% of the 13F portfolio, value $7,130,663.

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

  2. period ended2026-06-30
    13F 13,866 shares
    Change vs previous 13F -203 shares

    1.84% of the 13F portfolio, value $5,172,310.

    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 14,069 shares
    Change vs previous 13F +157 shares

    2.1% of the 13F portfolio, value $5,207,903.

    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 13,912 shares
    Change vs previous 13F -315 shares

    2.73% of the 13F portfolio, value $6,728,095.

    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 14,227 shares
    Change vs previous 13F +239 shares

    3.22% of the 13F portfolio, value $7,368,625.

    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 13,988 shares
    Change vs previous 13F -158 shares

    3.36% of the 13F portfolio, value $6,957,842.

    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 14,146 shares
    Change vs previous 13F +519 shares

    2.9% of the 13F portfolio, value $5,310,322.

    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 13,627 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $5,743,952.

    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).