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Montz Harcus Wealth Management LLC: SPYM position timeline

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

Montz Harcus Wealth Management LLC held 462,330 SPYM 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 462,330 shares
    Change vs previous 13F +8,246 shares

    14.55% of the 13F portfolio, value $41,498,713.

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

  2. period ended2026-06-30
    13F 454,084 shares
    Change vs previous 13F +4,195 shares

    14.2% of the 13F portfolio, value $39,904,894.

    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 449,889 shares
    Change vs previous 13F +9,414 shares

    13.91% of the 13F portfolio, value $34,434,534.

    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 440,475 shares
    Change vs previous 13F +3,119 shares

    14.32% of the 13F portfolio, value $35,334,865.

    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 437,356 shares
    Change vs previous 13F +17,801 shares

    14.95% of the 13F portfolio, value $34,262,440.

    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 419,555 shares
    Change vs previous 13F +15,637 shares

    14.72% of the 13F portfolio, value $30,497,454.

    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 403,918 shares
    Change vs previous 13F +5,860 shares

    14.51% of the 13F portfolio, value $26,561,650.

    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 398,058 shares
    Change vs previous 13F not available

    15.34% of the 13F portfolio, value $27,442,113.

    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).