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ShoreHaven Wealth Partners, LLC: MTUM position timeline

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

ShoreHaven Wealth Partners, LLC held 17,004 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,004 shares
    Change vs previous 13F -6,478 shares

    1.83% of the 13F portfolio, value $5,829,312.

    13F-HR 0001172661-26-002613 filed by ShoreHaven 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 23,482 shares
    Change vs previous 13F +943 shares

    2.02% of the 13F portfolio, value $5,635,459.

    13F-HR 0001172661-26-001824 filed by ShoreHaven 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 22,539 shares
    Change vs previous 13F +9,276 shares

    2.03% of the 13F portfolio, value $5,641,835.

    13F-HR 0001172661-26-000597 filed by ShoreHaven 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 13,263 shares
    Change vs previous 13F +432 shares

    1.26% of the 13F portfolio, value $3,401,403.

    13F-HR 0001172661-25-004401 filed by ShoreHaven 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 12,831 shares
    Change vs previous 13F +310 shares

    1.26% of the 13F portfolio, value $3,083,709.

    13F-HR 0001172661-25-002774 filed by ShoreHaven 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 12,521 shares
    Change vs previous 13F +1,377 shares

    1.21% of the 13F portfolio, value $2,530,965.

    13F-HR 0001172661-25-001586 filed by ShoreHaven 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 11,144 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,306,015.

    13F-HR 0001172661-25-000416 filed by ShoreHaven Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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