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Montz Harcus Wealth Management LLC: SPDW position timeline

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

Montz Harcus Wealth Management LLC held 272,413 SPDW 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 272,413 shares
    Change vs previous 13F +15,957 shares

    4.79% of the 13F portfolio, value $13,677,845.

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

  2. period ended2026-06-30
    13F 256,456 shares
    Change vs previous 13F +3,096 shares

    4.6% of the 13F portfolio, value $12,922,825.

    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 253,360 shares
    Change vs previous 13F +19,917 shares

    4.67% of the 13F portfolio, value $11,565,864.

    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 233,443 shares
    Change vs previous 13F +9,166 shares

    4.2% of the 13F portfolio, value $10,367,184.

    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 224,277 shares
    Change vs previous 13F +10,375 shares

    4.19% of the 13F portfolio, value $9,596,815.

    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 213,902 shares
    Change vs previous 13F +28,173 shares

    4.18% of the 13F portfolio, value $8,660,901.

    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 185,729 shares
    Change vs previous 13F +16,473 shares

    3.7% of the 13F portfolio, value $6,762,409.

    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 169,256 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $5,776,722.

    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).