Spectrum Wealth Counsel, LLC: MTUM position timeline

Spectrum Wealth Counsel, LLC held 26,972 MTUM shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 26,972 shares

   Change vs previous 13F +11,425 shares

   0.65% of the 13F portfolio, value $5,451,851.

   13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 15,547 shares

   Change vs previous 13F +15,547 shares

   0.38% of the 13F portfolio, value $3,216,986.

   13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-06-30

   13F 0 shares

   Change vs previous 13F -45 shares

   13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
   Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-03-31

   13F 45 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $8,431.

   13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 45 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $7,061.

   13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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