Momentum Wealth Planning, LLC: GOOG position timeline

Momentum Wealth Planning, LLC held 16,642 GOOG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 16,642 shares

   Change vs previous 13F -854 shares

   4.4% of the 13F portfolio, value $5,879,946.

   13F-HR 0001765380-26-000284 filed by Momentum Wealth Planning, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 17,496 shares

   Change vs previous 13F -3,033 shares

   4.54% of the 13F portfolio, value $5,018,982.

   13F-HR 0001765380-26-000179 filed by Momentum Wealth Planning, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 20,529 shares

   Change vs previous 13F +10,014 shares

   5.03% of the 13F portfolio, value $6,442,000.

   13F-HR 0001765380-26-000044 filed by Momentum Wealth Planning, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 10,515 shares

   Change vs previous 13F +554 shares

   1.99% of the 13F portfolio, value $2,560,928.

   13F-HR 0001765380-25-000471 filed by Momentum Wealth Planning, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,961 shares

   Change vs previous 13F not available

   1.5% of the 13F portfolio, value $1,766,982.

   13F-HR 0001765380-25-000428 filed by Momentum Wealth Planning, LLC
   Filed 2025-09-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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