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Flagship Private Wealth, LLC: MTUM position timeline

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

Flagship Private Wealth, LLC held 3,624 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,624 shares
    Change vs previous 13F -329 shares

    0.44% of the 13F portfolio, value $1,242,332.

    13F-HR 0002085853-26-000929 filed by Flagship Private Wealth, 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 3,953 shares
    Change vs previous 13F -167 shares

    0.39% of the 13F portfolio, value $948,800.

    13F-HR 0002085853-26-000487 filed by Flagship Private Wealth, 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 4,120 shares
    Change vs previous 13F +450 shares

    0.41% of the 13F portfolio, value $1,031,344.

    13F-HR 0002085853-26-000195 filed by Flagship Private Wealth, 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 3,670 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $941,138.

    13F-HR 0002085853-25-000213 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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