Momentum Wealth Planning, LLC quarter change: Foreign Options, New
In put and call options, at their filed underlying value (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Momentum Wealth Planning, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2087652): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Oath Planning, LLC | United States | $0.113B | 69 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | Singapore | $0.113B | 82 |
| Wealth Care LLC | United States | $0.113B | 67 |
| ARGUS INVESTORS' COUNSEL, INC. | United States | $0.112B | 102 |
| TRUSTCO BANK CORP N Y | United States | $0.113B | 135 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | United States | $0.113B | 56 |
| Veradace Capital Management LLC | United States | $0.112B | 27 |
| University of Wisconsin Foundation | United States | $0.113B | 10 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | United States | $0.112B | 38 |
| IFS Group,LLC | United States | $0.112B | 144 |