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Disclosery

Allworth Financial LP: MTUM position timeline

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

Allworth Financial LP held 21,684 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,684 shares
    Change vs previous 13F +758 shares

    0.03% of the 13F portfolio, value $7,433,989.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 20,926 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $5,022,037.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 20,860 shares
    Change vs previous 13F +1,211 shares

    0.02% of the 13F portfolio, value $5,221,538.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 19,649 shares
    Change vs previous 13F +1,036 shares

    0.02% of the 13F portfolio, value $5,039,067.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 18,613 shares
    Change vs previous 13F +8,731 shares

    0.02% of the 13F portfolio, value $4,473,034.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 9,882 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $2,023,964.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 9,742 shares
    Change vs previous 13F +132 shares

    0.01% of the 13F portfolio, value $2,162,601.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 9,610 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,948,509.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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