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Advocacy Wealth Management, LLC: MTUM position timeline

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

Advocacy Wealth Management, LLC held 150,686 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,686 shares
    Change vs previous 13F -50,755 shares

    1.88% of the 13F portfolio, value $51,659,681.

    13F-HR 0001569452-26-000003 filed by Advocacy Wealth Management, 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 201,441 shares
    Change vs previous 13F +12,572 shares

    2.14% of the 13F portfolio, value $48,343,826.

    13F-HR 0001569452-26-000002 filed by Advocacy Wealth Management, 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 188,869 shares
    Change vs previous 13F +95,544 shares

    1.98% of the 13F portfolio, value $47,275,799.

    13F-HR 0001062993-26-000789 filed by Advocacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 93,325 shares
    Change vs previous 13F +4,909 shares

    1.04% of the 13F portfolio, value $23,933,196.

    13F-HR 0001062993-25-016801 filed by Advocacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 88,416 shares
    Change vs previous 13F +4,752 shares

    1.3% of the 13F portfolio, value $21,248,133.

    13F-HR 0001062993-25-014266 filed by Advocacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 83,664 shares
    Change vs previous 13F +10,522 shares

    1.15% of the 13F portfolio, value $16,911,004.

    13F-HR 0001062993-25-008546 filed by Advocacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 73,142 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $15,134,543.

    13F-HR 0001062993-25-002392 filed by Advocacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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