A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Momentum Wealth Planning, LLC.

Business address: 18722 IVywood Place, Estero, FL, 33928
Top securities (13F): SPY, QQQ, VTV, SCHO, GOOG, BIV, TSLA, AAPL, NXST, NVDA, AMZN, GS, AVGO, MAGS, JPM, KWEB, SPYM, ORCL, BIL, and RDDT
State of incorporation: FL
Fiscal year end: 31 December

Momentum Wealth Planning, LLC has filed 3 SEC EDGAR filings since 24 Sep 2025

Recent SEC filings for Momentum Wealth Planning, LLC including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	28 Jan 2026	31 Dec 2025	028-25781
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	12 Nov 2025	30 Sep 2025	028-25781
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	24 Sep 2025	30 Jun 2025	028-25781

Momentum Wealth Planning, LLC files with the SEC under CIK 0002087652. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.