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Montz Harcus Wealth Management LLC: SPEM position timeline

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

Montz Harcus Wealth Management LLC held 36,262 SPEM 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 36,262 shares
    Change vs previous 13F +7,400 shares

    0.66% of the 13F portfolio, value $1,876,901.

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

  2. period ended2026-06-30
    13F 28,862 shares
    Change vs previous 13F +1,432 shares

    0.53% of the 13F portfolio, value $1,494,469.

    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 27,430 shares
    Change vs previous 13F +3,533 shares

    0.52% of the 13F portfolio, value $1,286,733.

    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 23,897 shares
    Change vs previous 13F +999 shares

    0.45% of the 13F portfolio, value $1,118,613.

    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 22,898 shares
    Change vs previous 13F +783 shares

    0.47% of the 13F portfolio, value $1,071,874.

    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 22,115 shares
    Change vs previous 13F +1,472 shares

    0.46% of the 13F portfolio, value $945,190.

    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 20,643 shares
    Change vs previous 13F +2,667 shares

    0.44% of the 13F portfolio, value $812,714.

    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 17,976 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $689,738.

    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).