Skip to content
Disclosery

Momentous Wealth Management, Inc.: DFSU position timeline

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

Momentous Wealth Management, Inc. held 194,319 DFSU 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 194,319 shares
    Change vs previous 13F +256 shares

    4.64% of the 13F portfolio, value $9,061,078.

    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 194,063 shares
    Change vs previous 13F +9,767 shares

    4.56% of the 13F portfolio, value $7,974,056.

    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 184,296 shares
    Change vs previous 13F +15,084 shares

    4.54% of the 13F portfolio, value $8,003,965.

    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 169,212 shares
    Change vs previous 13F +1,113 shares

    4.56% of the 13F portfolio, value $7,186,883.

    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 168,099 shares
    Change vs previous 13F +18,719 shares

    4.26% of the 13F portfolio, value $6,597,892.

    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 149,380 shares
    Change vs previous 13F +4,035 shares

    3.79% of the 13F portfolio, value $5,349,289.

    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 145,345 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $5,508,590.

    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).