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Momentous Wealth Management, Inc.: DFCF position timeline

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

Momentous Wealth Management, Inc. held 488,859 DFCF 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 488,859 shares
    Change vs previous 13F +34,491 shares

    10.57% of the 13F portfolio, value $20,634,750.

    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 454,368 shares
    Change vs previous 13F +9,594 shares

    10.96% of the 13F portfolio, value $19,183,404.

    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 444,774 shares
    Change vs previous 13F +41,466 shares

    10.73% of the 13F portfolio, value $18,929,593.

    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 403,308 shares
    Change vs previous 13F +2,753 shares

    10.94% of the 13F portfolio, value $17,245,441.

    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 400,555 shares
    Change vs previous 13F +31,282 shares

    10.94% of the 13F portfolio, value $16,927,463.

    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 369,273 shares
    Change vs previous 13F +63,515 shares

    10.99% of the 13F portfolio, value $15,531,637.

    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 305,758 shares
    Change vs previous 13F not available

    10.46% of the 13F portfolio, value $12,618,651.

    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).