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Momentous Wealth Management, Inc.: DFSI position timeline

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

Momentous Wealth Management, Inc. held 74,975 DFSI 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 74,975 shares
    Change vs previous 13F +291 shares

    1.73% of the 13F portfolio, value $3,381,350.

    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 74,684 shares
    Change vs previous 13F -1,075 shares

    1.81% of the 13F portfolio, value $3,166,607.

    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 75,759 shares
    Change vs previous 13F -506 shares

    1.84% of the 13F portfolio, value $3,245,889.

    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 76,265 shares
    Change vs previous 13F -1,094 shares

    1.98% of the 13F portfolio, value $3,123,048.

    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 77,359 shares
    Change vs previous 13F +6,731 shares

    1.97% of the 13F portfolio, value $3,048,732.

    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 70,628 shares
    Change vs previous 13F +6,873 shares

    1.74% of the 13F portfolio, value $2,464,214.

    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 63,755 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,094,348.

    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).