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Disclosery

Momentum Wealth Planning, LLC: KWEB position timeline

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

Momentum Wealth Planning, LLC held 0 KWEB shares at 2026-03-31 per its 13F-HR filed 2026-05-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -60,575 shares

    13F-HR 0001765380-26-000179 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 ended2025-12-31
    13F 60,575 shares
    Change vs previous 13F -101,525 shares

    1.61% of the 13F portfolio, value $2,062,579.

    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).

  3. period ended2025-09-30
    13F 162,100 shares
    Change vs previous 13F +52,129 shares

    5.3% of the 13F portfolio, value $6,809,821.

    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).

  4. period ended2025-06-30
    13F 109,971 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $3,775,304.

    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).