Skip to content

AMERICAN ECONOMIC PLANNING GROUP INC /ADV: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERICAN ECONOMIC PLANNING GROUP INC /ADV on MTUM, newest first. How the timeline and the estimate are built.

AMERICAN ECONOMIC PLANNING GROUP INC /ADV held 23,616 MTUM shares at 2019-09-30 per its 13F-HR filed 2019-10-09.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 23,616 shares
    Change vs previous 13F +739 shares

    0.77% of the 13F portfolio, value $2,829,000.

    13F-HR 0001085146-19-002486 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-06-30
    13F 22,877 shares
    Change vs previous 13F +266 shares

    0.82% of the 13F portfolio, value $2,713,000.

    13F-HR 0001085146-19-001953 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-03-31
    13F 22,611 shares
    Change vs previous 13F +2,252 shares

    0.79% of the 13F portfolio, value $2,537,000.

    13F-HR 0001085146-19-001600 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-12-31
    13F 20,359 shares
    Change vs previous 13F -1,384 shares

    0.66% of the 13F portfolio, value $2,041,000.

    13F-HR 0001085146-19-000147 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-09-30
    13F 21,743 shares
    Change vs previous 13F +6,842 shares

    0.92% of the 13F portfolio, value $2,587,000.

    13F-HR 0001085146-18-002327 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-06-30
    13F 14,901 shares
    Change vs previous 13F +224 shares

    0.61% of the 13F portfolio, value $1,635,000.

    13F-HR 0001085146-18-002110 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-03-31
    13F 14,677 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,555,000.

    13F-HR 0001085146-18-001279 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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