Montz Harcus Wealth Management LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Montz Harcus Wealth Management LLC opened 5 positions, added to 33, reduced 17, sold out of 2 and left 1 unchanged. The largest increase in value was AAPL (+$1,376,875); the largest decrease was XOMXXXX (-$424,280).
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 1,279; Shares 2026-06-30 0.
- GABRT: Country of operation United States; Class RIGHT 04/14/2026; Shares 2026-03-31 16,670; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1918613): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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