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Sanchez Wealth Management Group: MTUM position timeline

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

Sanchez Wealth Management Group held 159,211 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,211 shares
    Change vs previous 13F +3,722 shares

    9.56% of the 13F portfolio, value $54,582,177.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 155,489 shares
    Change vs previous 13F +3,936 shares

    8.07% of the 13F portfolio, value $37,315,767.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 151,553 shares
    Change vs previous 13F +34,808 shares

    8.11% of the 13F portfolio, value $37,935,122.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 116,745 shares
    Change vs previous 13F +4,198 shares

    6.65% of the 13F portfolio, value $29,939,310.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 112,547 shares
    Change vs previous 13F +4,795 shares

    6.52% of the 13F portfolio, value $27,047,326.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 107,752 shares
    Change vs previous 13F +8,304 shares

    5.92% of the 13F portfolio, value $21,779,907.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 99,448 shares
    Change vs previous 13F +9,994 shares

    5.62% of the 13F portfolio, value $20,577,859.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 89,454 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $18,137,649.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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