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SAGESPRING WEALTH PARTNERS, LLC: MTUM position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 64,414 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,414 shares
    Change vs previous 13F -1,758 shares

    0.34% of the 13F portfolio, value $22,083,180.

    13F-HR 0002056425-26-000006 filed by SAGESPRING WEALTH PARTNERS, 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 66,172 shares
    Change vs previous 13F -2,645 shares

    0.29% of the 13F portfolio, value $15,880,522.

    13F-HR 0002056425-26-000002 filed by SAGESPRING WEALTH PARTNERS, 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 68,817 shares
    Change vs previous 13F -2,464 shares

    0.31% of the 13F portfolio, value $17,225,558.

    13F-HR 0002056425-26-000001 filed by SAGESPRING WEALTH PARTNERS, 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 71,281 shares
    Change vs previous 13F -311 shares

    0.36% of the 13F portfolio, value $18,279,938.

    13F-HR 0002056425-25-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 71,592 shares
    Change vs previous 13F -6,311 shares

    0.37% of the 13F portfolio, value $17,204,904.

    13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 77,903 shares
    Change vs previous 13F -168,831 shares

    0.4% of the 13F portfolio, value $15,746,615.

    13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 246,734 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $51,054,118.

    13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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