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Momentous Wealth Management, Inc.: VCRB position timeline

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

Momentous Wealth Management, Inc. held 402,952 VCRB 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 402,952 shares
    Change vs previous 13F +22,877 shares

    15.95% of the 13F portfolio, value $31,121,108.

    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 380,075 shares
    Change vs previous 13F +11,821 shares

    16.81% of the 13F portfolio, value $29,410,206.

    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 368,254 shares
    Change vs previous 13F +37,658 shares

    16.26% of the 13F portfolio, value $28,685,159.

    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 330,596 shares
    Change vs previous 13F +2,717 shares

    16.44% of the 13F portfolio, value $25,921,995.

    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 327,879 shares
    Change vs previous 13F +26,021 shares

    16.44% of the 13F portfolio, value $25,436,880.

    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 301,858 shares
    Change vs previous 13F +54,307 shares

    16.55% of the 13F portfolio, value $23,372,869.

    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 247,551 shares
    Change vs previous 13F not available

    15.56% of the 13F portfolio, value $18,766,822.

    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).