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Disclosery

AE Wealth Management LLC: MTUM position timeline

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

AE Wealth Management LLC held 96,754 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,754 shares
    Change vs previous 13F -29,123 shares

    0.15% of the 13F portfolio, value $33,170,278.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 125,877 shares
    Change vs previous 13F -4,263 shares

    0.16% of the 13F portfolio, value $30,209,077.

    13F-HR 0001697723-26-000006 filed by AE 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 ended2025-12-31
    13F 130,140 shares
    Change vs previous 13F +38,545 shares

    0.19% of the 13F portfolio, value $32,575,401.

    13F-HR 0001697723-26-000001 filed by AE 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 ended2025-09-30
    13F 91,595 shares
    Change vs previous 13F -4,281 shares

    0.15% of the 13F portfolio, value $23,489,341.

    13F-HR 0001697723-25-000007 filed by AE 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 ended2025-06-30
    13F 95,876 shares
    Change vs previous 13F +3,008 shares

    0.17% of the 13F portfolio, value $23,041,177.

    13F-HR 0001697723-25-000004 filed by AE 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 ended2025-03-31
    13F 92,868 shares
    Change vs previous 13F +4,294 shares

    0.16% of the 13F portfolio, value $18,771,403.

    13F-HR 0001697723-25-000003 filed by AE 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 ended2024-12-31
    13F 88,574 shares
    Change vs previous 13F +51,725 shares

    0.16% of the 13F portfolio, value $18,327,643.

    13F-HR 0001697723-25-000001 filed by AE 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 ended2024-09-30
    13F 36,849 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,471,504.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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