Skip to content
Disclosery

Benchmark Wealth Management, LLC: MTUM position timeline

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

Benchmark Wealth Management, LLC held 4,362 MTUM shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,362 shares
    Change vs previous 13F +766 shares

    0.47% of the 13F portfolio, value $1,048,394.

    13F-HR 0001788241-25-000004 filed by Benchmark 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 ended2025-03-31
    13F 3,596 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $726,910.

    13F-HR 0001788241-25-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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