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Momentous Wealth Management, Inc.: HD position timeline

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

Momentous Wealth Management, Inc. held 891 HD 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 891 shares
    Change vs previous 13F +7 shares

    0.16% of the 13F portfolio, value $314,238.

    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 884 shares
    Change vs previous 13F -46 shares

    0.17% of the 13F portfolio, value $290,739.

    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 930 shares
    Change vs previous 13F +407 shares

    0.18% of the 13F portfolio, value $320,013.

    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 523 shares
    Change vs previous 13F -412 shares

    0.13% of the 13F portfolio, value $211,914.

    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 935 shares
    Change vs previous 13F -26 shares

    0.22% of the 13F portfolio, value $342,808.

    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 961 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $352,197.

    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).