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Momentous Wealth Management, Inc.: DFLV position timeline

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

Momentous Wealth Management, Inc. held 16,118 DFLV 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 16,118 shares
    Change vs previous 13F -3,689 shares

    0.33% of the 13F portfolio, value $637,298.

    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 19,807 shares
    Change vs previous 13F -5,312 shares

    0.4% of the 13F portfolio, value $707,313.

    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 25,119 shares
    Change vs previous 13F -176,269 shares

    0.49% of the 13F portfolio, value $859,317.

    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 201,388 shares
    Change vs previous 13F -2,283 shares

    4.2% of the 13F portfolio, value $6,625,665.

    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 203,671 shares
    Change vs previous 13F +12,092 shares

    4.08% of the 13F portfolio, value $6,317,860.

    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 191,579 shares
    Change vs previous 13F +16,674 shares

    4.15% of the 13F portfolio, value $5,856,562.

    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 174,905 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $5,252,391.

    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).