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Montz Harcus Wealth Management LLC: SPYG position timeline

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

Montz Harcus Wealth Management LLC held 67,720 SPYG 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 67,720 shares
    Change vs previous 13F +782 shares

    2.92% of the 13F portfolio, value $8,334,991.

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

  2. period ended2026-06-30
    13F 66,938 shares
    Change vs previous 13F +60,892 shares

    2.83% of the 13F portfolio, value $7,964,950.

    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 6,046 shares
    Change vs previous 13F +2,188 shares

    0.24% of the 13F portfolio, value $591,958.

    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 3,858 shares
    Change vs previous 13F +485 shares

    0.17% of the 13F portfolio, value $411,665.

    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 3,373 shares
    Change vs previous 13F +380 shares

    0.15% of the 13F portfolio, value $352,506.

    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 2,993 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $285,326.

    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).