Anderson Financial Strategies, LLC: MTUM position timeline

Anderson Financial Strategies, LLC held 8,296 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,296 shares

   Change vs previous 13F -1,247 shares

   1.32% of the 13F portfolio, value $2,537,580.

   13F-HR 0002018166-26-000003 filed by Anderson Financial Strategies, LLC
   Filed 2026-08-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 9,543 shares

   Change vs previous 13F +268 shares

   1.53% of the 13F portfolio, value $2,777,967.

   13F-HR 0002018166-26-000002 filed by Anderson Financial Strategies, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 9,275 shares

   Change vs previous 13F +381 shares

   1.35% of the 13F portfolio, value $2,321,625.

   13F-HR 0002018166-26-000001 filed by Anderson Financial Strategies, LLC
   Filed 2026-02-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,894 shares

   Change vs previous 13F +428 shares

   1.35% of the 13F portfolio, value $2,280,866.

   13F-HR 0002018166-25-000007 filed by Anderson Financial Strategies, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,466 shares

   Change vs previous 13F not available

   1.3% of the 13F portfolio, value $2,035,000.

   13F-HR 0002018166-25-000005 filed by Anderson Financial Strategies, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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