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Momentous Wealth Management, Inc.: META position timeline

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

Momentous Wealth Management, Inc. held 1,609 META 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 1,609 shares
    Change vs previous 13F +79 shares

    0.46% of the 13F portfolio, value $906,334.

    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 1,530 shares
    Change vs previous 13F -29 shares

    0.5% of the 13F portfolio, value $875,359.

    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 1,559 shares
    Change vs previous 13F -274 shares

    0.58% of the 13F portfolio, value $1,029,080.

    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 1,833 shares
    Change vs previous 13F +834 shares

    0.85% of the 13F portfolio, value $1,346,119.

    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 999 shares
    Change vs previous 13F -124 shares

    0.48% of the 13F portfolio, value $737,352.

    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 1,123 shares
    Change vs previous 13F +70 shares

    0.46% of the 13F portfolio, value $647,252.

    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 1,053 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $616,542.

    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).