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Momentous Wealth Management, Inc.: DFAX position timeline

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

Momentous Wealth Management, Inc. held 748,420 DFAX 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 748,420 shares
    Change vs previous 13F +20,133 shares

    14.13% of the 13F portfolio, value $27,571,800.

    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 728,287 shares
    Change vs previous 13F -49,231 shares

    14.14% of the 13F portfolio, value $24,739,905.

    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 777,518 shares
    Change vs previous 13F +35,123 shares

    14.43% of the 13F portfolio, value $25,448,169.

    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 742,395 shares
    Change vs previous 13F -6,295 shares

    14.77% of the 13F portfolio, value $23,296,352.

    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 748,690 shares
    Change vs previous 13F +24,831 shares

    14.21% of the 13F portfolio, value $21,989,038.

    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 723,859 shares
    Change vs previous 13F +111,560 shares

    13.42% of the 13F portfolio, value $18,965,104.

    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 612,299 shares
    Change vs previous 13F not available

    12.62% of the 13F portfolio, value $15,221,762.

    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).