Skip to content
Disclosery

WealthShield Partners, LLC: MTUM position timeline

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

WealthShield Partners, LLC held 17,824 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,824 shares
    Change vs previous 13F -8,726 shares

    0.93% of the 13F portfolio, value $6,110,630.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 26,550 shares
    Change vs previous 13F +666 shares

    0.71% of the 13F portfolio, value $6,371,754.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 25,884 shares
    Change vs previous 13F +9,080 shares

    0.71% of the 13F portfolio, value $6,479,045.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 16,804 shares
    Change vs previous 13F +232 shares

    0.49% of the 13F portfolio, value $4,309,386.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 16,572 shares
    Change vs previous 13F +168 shares

    0.48% of the 13F portfolio, value $3,982,583.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 16,404 shares
    Change vs previous 13F +1,695 shares

    0.43% of the 13F portfolio, value $3,315,741.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 14,709 shares
    Change vs previous 13F +11,908 shares

    0.43% of the 13F portfolio, value $3,043,586.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 2,801 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $567,931.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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