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Global Wealth Strategies & Associates: MTUM position timeline

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

Global Wealth Strategies & Associates held 5,342 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,342 shares
    Change vs previous 13F -935 shares

    0.31% of the 13F portfolio, value $1,695,173.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,277 shares
    Change vs previous 13F -1,625 shares

    0.41% of the 13F portfolio, value $2,151,873.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,902 shares
    Change vs previous 13F -33,192 shares

    0.47% of the 13F portfolio, value $1,896,519.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 41,094 shares
    Change vs previous 13F -2,456 shares

    2.56% of the 13F portfolio, value $10,286,119.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 43,550 shares
    Change vs previous 13F -993 shares

    2.87% of the 13F portfolio, value $11,168,515.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 44,543 shares
    Change vs previous 13F -4,363 shares

    3.06% of the 13F portfolio, value $10,704,520.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 48,906 shares
    Change vs previous 13F -256 shares

    3% of the 13F portfolio, value $9,885,297.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 49,162 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $10,172,617.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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