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Disclosery

Oxford Wealth Group, LLC: MTUM position timeline

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

Oxford Wealth Group, LLC held 13,686 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,686 shares
    Change vs previous 13F -3,190 shares

    2.1% of the 13F portfolio, value $4,692,010.

    13F-HR 0001765380-26-000376 filed by Oxford Wealth Group, 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 16,876 shares
    Change vs previous 13F -1,123 shares

    2.21% of the 13F portfolio, value $4,049,955.

    13F-HR 0001765380-26-000201 filed by Oxford Wealth Group, 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 17,999 shares
    Change vs previous 13F -40,857 shares

    2.19% of the 13F portfolio, value $4,505,330.

    13F-HR 0001765380-26-000087 filed by Oxford Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 58,856 shares
    Change vs previous 13F +41,180 shares

    7.87% of the 13F portfolio, value $12,178,484.

    13F-HR 0001765380-25-000108 filed by Oxford Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 17,676 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $3,583,986.

    13F-HR 0001765380-24-000427 filed by Oxford Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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