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Disclosery

5T Wealth, LLC: MTUM position timeline

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

5T Wealth, LLC held 13,854 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,854 shares
    Change vs previous 13F -3,212 shares

    1.77% of the 13F portfolio, value $4,749,797.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 17,066 shares
    Change vs previous 13F +1,131 shares

    1.62% of the 13F portfolio, value $4,095,637.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 15,935 shares
    Change vs previous 13F +2,246 shares

    1.59% of the 13F portfolio, value $3,987,626.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 13,689 shares
    Change vs previous 13F +776 shares

    1.53% of the 13F portfolio, value $3,510,665.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 12,913 shares
    Change vs previous 13F +1,040 shares

    1.58% of the 13F portfolio, value $3,103,807.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 11,873 shares
    Change vs previous 13F -1,528 shares

    1.37% of the 13F portfolio, value $2,400,175.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 13,401 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,773,475.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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