Skip to content
Disclosery

WCG Wealth Advisors LLC: MTUM position timeline

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

WCG Wealth Advisors LLC held 15,146 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,146 shares
    Change vs previous 13F -5,311 shares

    0.12% of the 13F portfolio, value $5,192,357.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors 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 20,457 shares
    Change vs previous 13F +4,250 shares

    0.14% of the 13F portfolio, value $4,909,909.

    13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors 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 16,207 shares
    Change vs previous 13F +1,141 shares

    0.11% of the 13F portfolio, value $4,057,196.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors 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 15,066 shares
    Change vs previous 13F +840 shares

    0.24% of the 13F portfolio, value $3,863,791.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors 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 14,226 shares
    Change vs previous 13F +73 shares

    0.22% of the 13F portfolio, value $3,418,881.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors 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/A 14,153 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,860,746.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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