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Momentous Wealth Management, Inc.: DFSE position timeline

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

Momentous Wealth Management, Inc. held 19,979 DFSE 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 19,979 shares
    Change vs previous 13F -227 shares

    0.5% of the 13F portfolio, value $976,572.

    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 20,206 shares
    Change vs previous 13F -851 shares

    0.49% of the 13F portfolio, value $856,117.

    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 21,057 shares
    Change vs previous 13F -198 shares

    0.5% of the 13F portfolio, value $873,429.

    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 21,255 shares
    Change vs previous 13F -381 shares

    0.55% of the 13F portfolio, value $873,383.

    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 21,636 shares
    Change vs previous 13F +1,581 shares

    0.53% of the 13F portfolio, value $823,463.

    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 20,055 shares
    Change vs previous 13F +2,885 shares

    0.48% of the 13F portfolio, value $675,464.

    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 17,170 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $568,872.

    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).