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Disclosery

Apella Capital, LLC: MTUM position timeline

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

Apella Capital, LLC held 117,618 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 117,618 shares
    Change vs previous 13F -3,961 shares

    0.48% of the 13F portfolio, value $37,922,434.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 121,579 shares
    Change vs previous 13F -4,004 shares

    0.54% of the 13F portfolio, value $37,986,234.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 125,583 shares
    Change vs previous 13F -7,354 shares

    0.51% of the 13F portfolio, value $34,467,433.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 132,937 shares
    Change vs previous 13F -19,653 shares

    0.66% of the 13F portfolio, value $33,275,393.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 152,590 shares
    Change vs previous 13F -22,833 shares

    0.86% of the 13F portfolio, value $38,588,516.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 175,423 shares
    Change vs previous 13F -27,672 shares

    1.13% of the 13F portfolio, value $41,850,743.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 203,095 shares
    Change vs previous 13F -63,884 shares

    1.39% of the 13F portfolio, value $40,576,370.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 266,979 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $55,243,247.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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