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Montz Harcus Wealth Management LLC: PSR position timeline

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

Montz Harcus Wealth Management LLC held 11,860 PSR 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 11,860 shares
    Change vs previous 13F +172 shares

    0.4% of the 13F portfolio, value $1,144,392.

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

  2. period ended2026-06-30
    13F 11,688 shares
    Change vs previous 13F +990 shares

    0.43% of the 13F portfolio, value $1,198,818.

    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 10,698 shares
    Change vs previous 13F +1,156 shares

    0.4% of the 13F portfolio, value $990,646.

    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 9,542 shares
    Change vs previous 13F +422 shares

    0.35% of the 13F portfolio, value $862,033.

    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 9,120 shares
    Change vs previous 13F +318 shares

    0.37% of the 13F portfolio, value $845,135.

    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 8,802 shares
    Change vs previous 13F +521 shares

    0.39% of the 13F portfolio, value $803,787.

    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 8,281 shares
    Change vs previous 13F +857 shares

    0.42% of the 13F portfolio, value $766,246.

    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 7,424 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $670,271.

    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).