Montz Harcus Wealth Management LLC

Position in GAB — Gabelli Equity Trust Inc

CIK 1918613 New Orleans, LA

Position in GAB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$99,429

+$3,619 QoQ

Shares Held

17,567

+2.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#141

of 224 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Montz Harcus Wealth Management LLC holds $319,626 across 2 Asset Management names. GAB ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BLK	BlackRock, Inc.	229	$220,197
2	GAB	Gabelli Equity Trust Inc This page	17,567	$99,429

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,429	17,567	+2.7%	Shares	Sole	2026-07-24
2026-03-31	$95,810	17,109	+2.6%	Shares	Sole	2026-04-29
2025-12-31	$102,847	16,669	+2.4%	Shares	Sole	2026-01-22
2025-09-30	$99,126	16,277	+2.4%	Shares	Sole	2025-10-20
2025-06-30	$92,515	15,896	+2.6%	Shares	Sole	2025-07-21
2025-03-31	$85,365	15,493	+2.7%	Shares	Sole	2025-04-21
2024-12-31	$81,199	15,093	+2.7%	Shares	Sole	2025-01-29
2024-09-30	$80,663	14,693	+2.7%	Shares	Sole	2024-10-24
2024-06-30	$74,396	14,307	+2.8%	Shares	Sole	2024-07-19
2024-03-31	$76,810	13,915	+2.7%	Shares	Sole	2024-05-07
2023-12-31	$68,818	13,547	+2.9%	Shares	Sole	2024-01-22
2023-09-30	$67,551	13,168	+2.8%	Shares	Sole	2023-11-14
2023-06-30	$74,286	12,808	+2.8%	Shares	Sole	2023-07-21
2023-03-31	$71,538	12,463	+2.8%	Shares	Sole	2023-04-25
2022-12-31	$66,433	12,123	+2.8%	Shares	Sole	2023-01-20
2022-09-30	$64,866	11,794	+2.5%	Shares	Sole	2022-11-02
2022-06-30	$70,156	11,501	+2.5%	Shares	Sole	2022-07-18
2022-03-31	$77,740	11,218	+2.1%	Shares	Sole	2022-05-05
2021-12-31	$78,982	10,985	—	Shares	Sole	2022-03-24
No filing history on record for this holder in this stock.