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Momentous Wealth Management, Inc.: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Momentous Wealth Management, Inc. on DFAC, newest first. How the timeline and the estimate are built.

Momentous Wealth Management, Inc. held 1,136,713 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,136,713 shares
    Change vs previous 13F +49,021 shares

    25.84% of the 13F portfolio, value $50,424,597.

    13F-HR 0002073679-26-000084 filed by Momentous Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,087,692 shares
    Change vs previous 13F +43,004 shares

    24.15% of the 13F portfolio, value $42,267,703.

    13F-HR 0002073679-26-000051 filed by Momentous Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,044,688 shares
    Change vs previous 13F +203,803 shares

    23.45% of the 13F portfolio, value $41,359,182.

    13F-HR 0002055574-26-000003 filed by Momentous Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 840,885 shares
    Change vs previous 13F +673 shares

    20.57% of the 13F portfolio, value $32,432,946.

    13F-HR 0002055574-25-000006 filed by Momentous Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 840,212 shares
    Change vs previous 13F +33,488 shares

    19.46% of the 13F portfolio, value $30,113,183.

    13F-HR 0002055574-25-000003 filed by Momentous Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 806,724 shares
    Change vs previous 13F +72,094 shares

    18.84% of the 13F portfolio, value $26,613,813.

    13F-HR 0002055574-25-000002 filed by Momentous Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 734,630 shares
    Change vs previous 13F not available

    21.07% of the 13F portfolio, value $25,410,856.

    13F-HR 0002055574-25-000001 filed by Momentous Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).