Montz Harcus Wealth Management LLC: SPSM position timeline

Montz Harcus Wealth Management LLC held 304,807 SPSM 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 304,807 shares

   Change vs previous 13F +28,858 shares

   5.65% of the 13F portfolio, value $16,112,076.

   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 275,949 shares

   Change vs previous 13F +20,171 shares

   5.66% of the 13F portfolio, value $15,913,988.

   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 255,778 shares

   Change vs previous 13F +19,475 shares

   4.99% of the 13F portfolio, value $12,359,179.

   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 236,303 shares

   Change vs previous 13F +12,813 shares

   4.49% of the 13F portfolio, value $11,073,143.

   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 223,490 shares

   Change vs previous 13F +5,789 shares

   4.52% of the 13F portfolio, value $10,352,052.

   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 217,701 shares

   Change vs previous 13F +14,582 shares

   4.48% of the 13F portfolio, value $9,274,055.

   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 203,119 shares

   Change vs previous 13F +16,193 shares

   4.52% of the 13F portfolio, value $8,279,128.

   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 186,926 shares

   Change vs previous 13F not available

   4.69% of the 13F portfolio, value $8,396,694.

   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).