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Momentous Wealth Management, Inc.: DFSB position timeline

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

Momentous Wealth Management, Inc. held 189,457 DFSB 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 189,457 shares
    Change vs previous 13F +5,312 shares

    5.06% of the 13F portfolio, value $9,872,611.

    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 184,145 shares
    Change vs previous 13F +10,929 shares

    5.44% of the 13F portfolio, value $9,528,204.

    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 173,216 shares
    Change vs previous 13F +13,383 shares

    5.09% of the 13F portfolio, value $8,972,615.

    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 159,833 shares
    Change vs previous 13F +2,267 shares

    5.4% of the 13F portfolio, value $8,514,322.

    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 157,566 shares
    Change vs previous 13F +11,513 shares

    5.34% of the 13F portfolio, value $8,261,203.

    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 146,053 shares
    Change vs previous 13F +8,898 shares

    5.32% of the 13F portfolio, value $7,521,747.

    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 137,155 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $6,986,676.

    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).