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Disclosery

Momentum Wealth Planning, LLC: RDDT position timeline

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

Momentum Wealth Planning, LLC held 6,879 RDDT 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 6,879 shares
    Change vs previous 13F -8,459 shares

    0.89% of the 13F portfolio, value $1,194,057.

    13F-HR 0001765380-26-000284 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).

  2. period ended2026-03-31
    13F 15,338 shares
    Change vs previous 13F +10,278 shares

    1.87% of the 13F portfolio, value $2,065,262.

    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).

  3. period ended2025-12-31
    13F 5,060 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,389,351.

    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).