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Disclosery

SWMG, LLC: MTUM position timeline

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

SWMG, LLC held 29,179 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,179 shares
    Change vs previous 13F -6,463 shares

    2.2% of the 13F portfolio, value $9,330,280.

    13F-HR 0001839255-26-000003 filed by SWMG, 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 35,642 shares
    Change vs previous 13F +1,521 shares

    2.44% of the 13F portfolio, value $8,553,724.

    13F-HR 0001839255-26-000002 filed by SWMG, 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 34,121 shares
    Change vs previous 13F +13,993 shares

    2.4% of the 13F portfolio, value $8,649,332.

    13F-HR 0001839255-26-000001 filed by SWMG, 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 20,128 shares
    Change vs previous 13F +2,195 shares

    1.54% of the 13F portfolio, value $5,091,579.

    13F-HR 0001839255-25-000003 filed by SWMG, 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 17,933 shares
    Change vs previous 13F +4,040 shares

    1.45% of the 13F portfolio, value $4,317,190.

    13F-HR 0002001434-25-000008 filed by SWMG, 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 13,893 shares
    Change vs previous 13F -1,012 shares

    1.14% of the 13F portfolio, value $2,872,933.

    13F-HR 0001839255-25-000002 filed by SWMG, 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 14,905 shares
    Change vs previous 13F +1,263 shares

    1.32% of the 13F portfolio, value $3,308,612.

    13F-HR 0002035324-25-000002 filed by SWMG, 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 13,642 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,891,695.

    13F-HR 0001839255-24-000003 filed by SWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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