Skip to content
Disclosery

Momentum Wealth Planning, LLC: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Momentum Wealth Planning, LLC on DIA, newest first. How the timeline and the estimate are built.

Momentum Wealth Planning, LLC held 0 DIA shares at 2025-12-31 per its 13F-HR filed 2026-01-28.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,064 shares

    13F-HR 0001765380-26-000044 filed by Momentum Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,064 shares
    Change vs previous 13F -100 shares

    0.39% of the 13F portfolio, value $494,821.

    13F-HR 0001765380-25-000471 filed by Momentum Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 1,164 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $514,313.

    13F-HR 0001765380-25-000428 filed by Momentum Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).