Montz Harcus Wealth Management LLC: NVDA position timeline

Montz Harcus Wealth Management LLC held 18,381 NVDA 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 18,381 shares

   Change vs previous 13F -179 shares

   1.47% of the 13F portfolio, value $4,197,911.

   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

2. period ended2026-06-30

   13F 18,560 shares

   Change vs previous 13F +34 shares

   1.32% of the 13F portfolio, value $3,713,721.

   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).

3. period ended2026-03-31

   13F 18,526 shares

   Change vs previous 13F -562 shares

   1.3% of the 13F portfolio, value $3,230,972.

   13F-HR 0002085853-26-000518 filed by Montz Harcus Wealth Management LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 19,088 shares

   Change vs previous 13F -378 shares

   1.44% of the 13F portfolio, value $3,559,954.

   13F-HR 0002085853-26-000067 filed by Montz Harcus Wealth Management LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 19,466 shares

   Change vs previous 13F +17 shares

   1.59% of the 13F portfolio, value $3,631,880.

   13F-HR 0002085853-25-000117 filed by Montz Harcus Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 19,449 shares

   Change vs previous 13F +226 shares

   1.48% of the 13F portfolio, value $3,072,673.

   13F-HR 0001667731-25-000896 filed by Montz Harcus Wealth Management LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 19,223 shares

   Change vs previous 13F +754 shares

   1.14% of the 13F portfolio, value $2,083,398.

   13F-HR 0001667731-25-000468 filed by Montz Harcus Wealth Management LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 18,469 shares

   Change vs previous 13F not available

   1.39% of the 13F portfolio, value $2,480,213.

   13F-HR 0001667731-25-000158 filed by Montz Harcus Wealth Management LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).