Montz Harcus Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Montz Harcus Wealth Management going back to March 24, 2022
- Montz Harcus Wealth Management 2026 Q1 - filed April 29, 2026 - new!
- Montz Harcus Wealth Management 2025 Q4 - filed Jan. 22, 2026
- Montz Harcus Wealth Management 2025 Q3 - filed Oct. 20, 2025
- Montz Harcus Wealth Management 2025 Q2 - filed July 21, 2025
- Montz Harcus Wealth Management 2025 Q1 - filed April 21, 2025
- Montz Harcus Wealth Management 2024 Q4 - filed Jan. 29, 2025
- Montz Harcus Wealth Management 2024 Q3 - filed Oct. 24, 2024
- Montz Harcus Wealth Management 2024 Q2 - filed July 19, 2024
- Montz Harcus Wealth Management 2024 Q1 - filed May 7, 2024
- Montz Harcus Wealth Management 2023 Q4 - filed Jan. 22, 2024
- Montz Harcus Wealth Management 2023 Q3 - filed Nov. 14, 2023
- Montz Harcus Wealth Management 2023 Q2 - filed July 21, 2023
- Montz Harcus Wealth Management 2023 Q1 - filed April 25, 2023
- Montz Harcus Wealth Management 2022 Q4 - filed Jan. 20, 2023
- Montz Harcus Wealth Management 2022 Q3 - filed Nov. 2, 2022
- Montz Harcus Wealth Management 2022 Q2 - filed July 18, 2022
- Montz Harcus Wealth Management 2022 Q1 - filed May 5, 2022
- Montz Harcus Wealth Management 2021 Q4 - filed March 24, 2022