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Disclosery

Momentous Wealth Management, Inc.: HWM position timeline

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

Momentous Wealth Management, Inc. held 1,004 HWM 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 1,004 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $269,935.

    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 1,002 shares
    Change vs previous 13F +9 shares

    0.13% of the 13F portfolio, value $230,921.

    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 993 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $203,585.

    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).