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Savvy Advisors, Inc.: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on MTUM, newest first. How the timeline and the estimate are built.

Savvy Advisors, Inc. held 113,097 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 113,097 shares
    Change vs previous 13F -2,886 shares

    0.83% of the 13F portfolio, value $38,773,028.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 115,983 shares
    Change vs previous 13F +16,746 shares

    0.75% of the 13F portfolio, value $27,834,760.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 99,237 shares
    Change vs previous 13F +5,192 shares

    0.8% of the 13F portfolio, value $24,839,969.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 94,045 shares
    Change vs previous 13F +64,004 shares

    1.11% of the 13F portfolio, value $24,117,884.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 30,041 shares
    Change vs previous 13F +5,337 shares

    0.48% of the 13F portfolio, value $7,219,436.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 24,704 shares
    Change vs previous 13F +20,144 shares

    0.5% of the 13F portfolio, value $4,993,322.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 4,560 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $943,611.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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