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Shared Vision Wealth Group LLC: MTUM position timeline

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

Shared Vision Wealth Group LLC held 8,281 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,281 shares
    Change vs previous 13F -2,809 shares

    0.98% of the 13F portfolio, value $2,838,870.

    13F-HR 0002008178-26-000003 filed by Shared Vision 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 11,090 shares
    Change vs previous 13F +1,304 shares

    1.09% of the 13F portfolio, value $2,661,406.

    13F-HR 0002008178-26-000002 filed by Shared Vision 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 9,786 shares
    Change vs previous 13F +3,253 shares

    1.02% of the 13F portfolio, value $2,514,399.

    13F-HR 0002008178-26-000001 filed by Shared Vision 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 ended2025-09-30
    13F 6,533 shares
    Change vs previous 13F +265 shares

    0.69% of the 13F portfolio, value $1,639,198.

    13F-HR 0002008178-25-000003 filed by Shared Vision 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 ended2025-06-30
    13F 6,268 shares
    Change vs previous 13F +201 shares

    0.76% of the 13F portfolio, value $1,512,524.

    13F-HR 0001085146-25-004671 filed by Shared Vision Wealth Group 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 6,067 shares
    Change vs previous 13F -16 shares

    0.67% of the 13F portfolio, value $1,226,315.

    13F-HR 0001085146-25-002545 filed by Shared Vision Wealth Group 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 6,083 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,258,663.

    13F-HR 0001085146-25-000855 filed by Shared Vision Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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