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Montz Harcus Wealth Management LLC: SPYV position timeline

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

Montz Harcus Wealth Management LLC held 5,099 SPYV 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 5,099 shares
    Change vs previous 13F +214 shares

    0.11% of the 13F portfolio, value $311,693.

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

  2. period ended2026-06-30
    13F 4,885 shares
    Change vs previous 13F +535 shares

    0.11% of the 13F portfolio, value $296,957.

    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 4,350 shares
    Change vs previous 13F +241 shares

    0.1% of the 13F portfolio, value $246,140.

    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 4,109 shares
    Change vs previous 13F +463 shares

    0.09% of the 13F portfolio, value $233,425.

    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 3,646 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $201,740.

    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).