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Disclosery

Summit Wealth Group, LLC: MTUM position timeline

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

Summit Wealth Group, LLC held 53,239 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,239 shares
    Change vs previous 13F +97 shares

    3.72% of the 13F portfolio, value $18,251,947.

    13F-HR 0001802865-26-000004 filed by Summit 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 53,142 shares
    Change vs previous 13F +151 shares

    2.93% of the 13F portfolio, value $12,753,494.

    13F-HR 0001802865-26-000003 filed by Summit 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 52,991 shares
    Change vs previous 13F -231 shares

    3.1% of the 13F portfolio, value $13,264,057.

    13F-HR 0001802865-26-000001 filed by Summit 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 53,222 shares
    Change vs previous 13F -3,369 shares

    3.3% of the 13F portfolio, value $13,648,905.

    13F-HR 0001802865-25-000007 filed by Summit 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 56,591 shares
    Change vs previous 13F -9,457 shares

    3.49% of the 13F portfolio, value $13,600,000.

    13F-HR 0001802865-25-000005 filed by Summit 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 66,048 shares
    Change vs previous 13F -531 shares

    3.9% of the 13F portfolio, value $13,350,000.

    13F-HR 0001802865-25-000004 filed by Summit 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 66,579 shares
    Change vs previous 13F +2,864 shares

    3.99% of the 13F portfolio, value $13,776,000.

    13F-HR 0001802865-25-000001 filed by Summit Wealth Group, 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 63,715 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $12,919,000.

    13F-HR 0001802865-24-000005 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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