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Sterling Group Wealth Management, LLC: MTUM position timeline

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

Sterling Group Wealth Management, LLC held 3,181 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 3,181 shares
    Change vs previous 13F +1,467 shares

    0.45% of the 13F portfolio, value $1,090,542.

    13F-HR 0001852307-26-000004 filed by Sterling Group Wealth Management, 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 1,714 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $411,343.

    13F-HR 0001852307-26-000003 filed by Sterling Group Wealth Management, 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 1,714 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $429,031.

    13F-HR 0001852307-26-000002 filed by Sterling Group Wealth Management, 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 1,714 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $439,555.

    13F-HR 0002085853-25-000010 filed by Sterling Group Wealth Management, 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 1,714 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $411,908.

    13F-HR 0001667731-25-000792 filed by Sterling Group Wealth Management, 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 1,714 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $346,451.

    13F-HR 0001085146-25-002376 filed by Sterling Group Wealth Management, 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 1,714 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $354,661.

    13F-HR 0001085146-25-000315 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,714 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $347,531.

    13F-HR 0001085146-24-004685 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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