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Aptus Capital Advisors, LLC: MTUM position timeline

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

Aptus Capital Advisors, LLC held 37,438 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,438 shares
    Change vs previous 13F +951 shares

    0.09% of the 13F portfolio, value $12,834,870.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 36,487 shares
    Change vs previous 13F -1,588 shares

    0.07% of the 13F portfolio, value $8,756,515.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 38,075 shares
    Change vs previous 13F -802 shares

    0.08% of the 13F portfolio, value $9,530,553.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 38,877 shares
    Change vs previous 13F +400 shares

    0.09% of the 13F portfolio, value $9,970,007.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 38,477 shares
    Change vs previous 13F -402 shares

    0.09% of the 13F portfolio, value $9,246,879.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 38,879 shares
    Change vs previous 13F -1,968 shares

    0.09% of the 13F portfolio, value $7,858,651.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 40,847 shares
    Change vs previous 13F +71 shares

    0.1% of the 13F portfolio, value $8,452,015.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 40,776 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $8,267,742.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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