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1900 WEALTH MANAGEMENT LLC: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on MTUM, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 127,545 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 127,545 shares
    Change vs previous 13F -4,558 shares

    2.19% of the 13F portfolio, value $40,475,045.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 132,103 shares
    Change vs previous 13F -627 shares

    2.52% of the 13F portfolio, value $45,288,926.

    13F-HR 0001791996-26-000005 filed by 1900 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 ended2026-03-31
    13F 132,730 shares
    Change vs previous 13F -1,109 shares

    2.05% of the 13F portfolio, value $31,853,792.

    13F-HR 0001791996-26-000004 filed by 1900 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 ended2025-12-31
    13F 133,839 shares
    Change vs previous 13F -651 shares

    2.15% of the 13F portfolio, value $33,501,188.

    13F-HR 0001791996-26-000001 filed by 1900 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 ended2025-09-30
    13F 134,490 shares
    Change vs previous 13F -888 shares

    2.34% of the 13F portfolio, value $34,490,079.

    13F-HR 0001791996-25-000007 filed by 1900 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 ended2025-06-30
    13F 135,378 shares
    Change vs previous 13F -1,750 shares

    2.46% of the 13F portfolio, value $32,534,052.

    13F-HR 0001791996-25-000006 filed by 1900 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 ended2025-03-31
    13F 137,128 shares
    Change vs previous 13F +2,404 shares

    2.3% of the 13F portfolio, value $27,717,598.

    13F-HR 0001791996-25-000005 filed by 1900 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 ended2024-12-31
    13F 134,724 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $27,877,028.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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