Skip to content
Disclosery

Montz Harcus Wealth Management LLC: VYM position timeline

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

Montz Harcus Wealth Management LLC held 68,924 VYM 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 68,924 shares
    Change vs previous 13F +380 shares

    3.75% of the 13F portfolio, value $10,696,958.

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

  2. period ended2026-06-30
    13F 68,544 shares
    Change vs previous 13F +1,499 shares

    3.85% of the 13F portfolio, value $10,831,952.

    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 67,045 shares
    Change vs previous 13F +1,118 shares

    4.01% of the 13F portfolio, value $9,929,423.

    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 65,927 shares
    Change vs previous 13F +1,344 shares

    3.84% of the 13F portfolio, value $9,461,878.

    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 64,583 shares
    Change vs previous 13F +1,478 shares

    3.97% of the 13F portfolio, value $9,102,998.

    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 63,105 shares
    Change vs previous 13F +2,084 shares

    4.06% of the 13F portfolio, value $8,412,565.

    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 61,021 shares
    Change vs previous 13F +609 shares

    4.3% of the 13F portfolio, value $7,869,288.

    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 60,412 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $7,707,974.

    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).