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Montz Harcus Wealth Management LLCETFConcentrated long-term

CIK: 0001918613 | New Orleans, LA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR97$285.3M2026-10-09SEC ↗
Q2 2026
13F-HR100$281.0M2026-07-24SEC ↗
Q1 2026
13F-HR93$247.6M2026-04-29SEC ↗
Q4 2025
13F-HR89$246.7M2026-01-22SEC ↗
Q3 2025
13F-HR86$229.1M2025-10-20SEC ↗
Q2 2025
13F-HR84$207.2M2025-07-21SEC ↗
Q1 2025
13F-HR78$183.0M2025-04-21SEC ↗
Q4 2024
13F-HR74$178.9M2025-01-29SEC ↗
Q3 2024
13F-HR76$171.2M2024-10-24SEC ↗
Q2 2024
13F-HR69$154.2M2024-07-19SEC ↗
Q1 2024
13F-HR71$147.8M2024-05-07SEC ↗
Q4 2023
13F-HR56$130.9M2024-01-22SEC ↗
Q3 2023
13F-HR54$117.1M2023-11-14SEC ↗
Q2 2023
13F-HR59$120.9M2023-07-21SEC ↗
Q1 2023
13F-HR53$108.2M2023-04-25SEC ↗
Q4 2022
13F-HR53$100.9M2023-01-20SEC ↗
Q3 2022
13F-HR50$4.9M2022-11-02SEC ↗
Q2 2022
13F-HR52$4.5M2022-07-18SEC ↗
Q1 2022
13F-HR53$2.5M2022-05-05SEC ↗
Q4 2021
13F-HR56$2.5M2022-03-24SEC ↗