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Arcadia Wealth Management, LLC: MTUM position timeline

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

Arcadia Wealth Management, LLC held 2,212 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,212 shares
    Change vs previous 13F +320 shares

    0.24% of the 13F portfolio, value $758,470.

    13F-HR 0002085853-26-000776 filed by Arcadia Wealth Management, 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 1,892 shares
    Change vs previous 13F +445 shares

    0.16% of the 13F portfolio, value $453,965.

    13F-HR 0002085853-26-000510 filed by Arcadia Wealth Management, 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 1,447 shares
    Change vs previous 13F +154 shares

    0.13% of the 13F portfolio, value $362,151.

    13F-HR 0002085853-26-000189 filed by Arcadia Wealth Management, 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 1,293 shares
    Change vs previous 13F +161 shares

    0.13% of the 13F portfolio, value $331,651.

    13F-HR 0002085853-25-000253 filed by Arcadia Wealth Management, 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 1,132 shares
    Change vs previous 13F -87 shares

    0.12% of the 13F portfolio, value $272,037.

    13F-HR 0001667731-25-000873 filed by Arcadia Wealth Management, 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 1,219 shares
    Change vs previous 13F -18 shares

    0.12% of the 13F portfolio, value $246,338.

    13F-HR 0001667731-25-000593 filed by Arcadia Wealth Management, 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 1,237 shares
    Change vs previous 13F +107 shares

    0.13% of the 13F portfolio, value $255,958.

    13F-HR 0001667731-25-000108 filed by Arcadia Wealth Management, 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 1,130 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $229,185.

    13F-HR 0001964226-24-000004 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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