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Disclosery

Alexis Investment Partners, LLC: MTUM position timeline

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

Alexis Investment Partners, LLC held 25,979 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,979 shares
    Change vs previous 13F -11,417 shares

    5.11% of the 13F portfolio, value $8,728,944.

    13F-HR 0002054271-26-000003 filed by Alexis Investment 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 37,396 shares
    Change vs previous 13F +4,664 shares

    5.94% of the 13F portfolio, value $8,629,875.

    13F-HR 0002054271-26-000002 filed by Alexis Investment 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 32,732 shares
    Change vs previous 13F +3,063 shares

    3.08% of the 13F portfolio, value $8,268,195.

    13F-HR 0002054271-26-000001 filed by Alexis Investment 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 29,669 shares
    Change vs previous 13F -6,826 shares

    3.05% of the 13F portfolio, value $7,586,719.

    13F-HR 0002054271-25-000005 filed by Alexis Investment 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 36,495 shares
    Change vs previous 13F +3,669 shares

    3.74% of the 13F portfolio, value $8,681,801.

    13F-HR 0002054271-25-000004 filed by Alexis Investment 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 32,826 shares
    Change vs previous 13F +1,479 shares

    3.15% of the 13F portfolio, value $6,596,882.

    13F-HR 0002054271-25-000002 filed by Alexis Investment 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 31,347 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $6,514,063.

    13F-HR 0002054271-25-000001 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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