Montz Harcus Wealth Management LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
New Orleans, LA
CIK
0001918613
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 54 117,080 13F-HR 11/14/2023 000191861323000004 Montz Harcus Wealth Management LLC
Q2 2023 59 120,871 13F-HR 7/21/2023 000191861323000003 Montz Harcus Wealth Management LLC
Q1 2023 53 108,225 13F-HR 4/25/2023 000191861323000002 Montz Harcus Wealth Management LLC
Q4 2022 53 100,862 13F-HR 1/20/2023 000191861323000001 Montz Harcus Wealth Management LLC
Q3 2022 50 90,784 13F-HR 11/2/2022 000191861322000004 Montz Harcus Wealth Management LLC
Q2 2022 52 94,879 13F-HR 7/18/2022 000191861322000003 Montz Harcus Wealth Management LLC
Q1 2022 53 111,444 13F-HR 5/5/2022 000191861322000002 Montz Harcus Wealth Management LLC
Q4 2021 56 114,188 13F-HR 3/24/2022 000191861322000001 Montz Harcus Wealth Management LLC