Montz Harcus Wealth Management LLC
Position in CLST — Catalyst Bancorp, Inc.
CIK 1918613
New Orleans, LA
Position in CLST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$495,300
-$1,500 QoQ
Shares Held
30,000
0.0% QoQ
Ownership
0.744%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#8
of 23 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLST Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Montz Harcus Wealth Management LLC holds $8,239,602 across 3 Banks - Regional names. CLST ranks #3 (6.0% of the industry book) .
All Filings in CLST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,300 | 30,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $496,800 | 30,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $472,500 | 30,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $396,000 | 30,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $371,700 | 30,000 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $349,500 | 30,000 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||