Momentous Wealth Management, Inc.: ADP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Momentous Wealth Management, Inc. on ADP, newest first. How the timeline and the estimate are built.
Momentous Wealth Management, Inc. held 0 ADP shares at 2026-03-31 per its 13F-HR filed 2026-05-11.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -876 shares
13F-HR 0002073679-26-000051 filed by Momentous Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 876 sharesChange vs previous 13F +876 shares
0.13% of the 13F portfolio, value $225,333.
13F-HR 0002055574-26-000003 filed by Momentous Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -880 shares
13F-HR 0002055574-25-000006 filed by Momentous Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 880 sharesChange vs previous 13F -2 shares
0.18% of the 13F portfolio, value $271,392.
13F-HR 0002055574-25-000003 filed by Momentous Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 882 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $269,477.
13F-HR 0002055574-25-000002 filed by Momentous Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).