Montz Harcus Wealth Management LLC: SPMD position timeline

Montz Harcus Wealth Management LLC held 261,586 SPMD 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 261,586 shares

   Change vs previous 13F +4,407 shares

   5.78% of the 13F portfolio, value $16,490,397.

   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 257,179 shares

   Change vs previous 13F +17,084 shares

   6.18% of the 13F portfolio, value $17,374,990.

   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 240,095 shares

   Change vs previous 13F +7,439 shares

   5.74% of the 13F portfolio, value $14,218,404.

   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 232,656 shares

   Change vs previous 13F +2,860 shares

   5.46% of the 13F portfolio, value $13,473,109.

   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 229,796 shares

   Change vs previous 13F +5,608 shares

   5.74% of the 13F portfolio, value $13,142,012.

   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 224,188 shares

   Change vs previous 13F +9,854 shares

   5.88% of the 13F portfolio, value $12,191,349.

   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 214,334 shares

   Change vs previous 13F +6,766 shares

   5.99% of the 13F portfolio, value $10,969,626.

   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 207,568 shares

   Change vs previous 13F not available

   6.35% of the 13F portfolio, value $11,351,872.

   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).