Savvy Advisors, Inc.: MPT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on MPT, newest first. How the timeline and the estimate are built.
Savvy Advisors, Inc. held 14,415 MPT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 14,415 sharesChange vs previous 13F -327 shares
<0.01% of the 13F portfolio, value $66,596.
13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,742 sharesChange vs previous 13F +3,411 shares
<0.01% of the 13F portfolio, value $68,255.
13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,331 sharesChange vs previous 13F -1,834 shares
<0.01% of the 13F portfolio, value $56,656.
13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,165 sharesChange vs previous 13F +13,165 shares
<0.01% of the 13F portfolio, value $66,749.
13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -16,786 shares
13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 16,786 sharesChange vs previous 13F -253 shares
0.01% of the 13F portfolio, value $101,223.
13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,039 sharesChange vs previous 13F +6,086 shares
0.01% of the 13F portfolio, value $67,306.
13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,953 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $64,075.
13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).