Gabelli Equity Trust shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management investment in Gabelli Equity Trust
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Quarterly reported holdings in Gabelli Equity Trust by Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $99k | 16k | 6.09 |
| 2025-06-30 | $93k | 16k | 5.82 |
| 2025-03-31 | $85k | 16k | 5.51 |
| 2024-12-31 | $81k | 15k | 5.38 |
| 2024-09-30 | $81k | 15k | 5.49 |
| 2024-06-30 | $74k | 14k | 5.20 |
| 2024-03-31 | $77k | 14k | 5.52 |
| 2023-12-31 | $69k | 14k | 5.08 |
| 2023-09-30 | $68k | 13k | 5.13 |
| 2023-06-30 | $74k | 13k | 5.80 |
| 2023-03-31 | $72k | 13k | 5.74 |
| 2022-12-31 | $66k | 12k | 5.48 |
| 2022-09-30 | $65k | 12k | 5.51 |
| 2022-06-30 | $70k | 12k | 6.09 |
| 2022-03-31 | $78k | 11k | 6.95 |
| 2021-12-31 | $79k | 11k | 7.19 |
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