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Arkadios Wealth Advisors: MTUM position timeline

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

Arkadios Wealth Advisors held 8,196 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,196 shares
    Change vs previous 13F -4,464 shares

    0.04% of the 13F portfolio, value $2,809,769.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 12,660 shares
    Change vs previous 13F +4,139 shares

    0.05% of the 13F portfolio, value $3,038,127.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 8,521 shares
    Change vs previous 13F +876 shares

    0.04% of the 13F portfolio, value $2,132,785.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 7,645 shares
    Change vs previous 13F +1,300 shares

    0.05% of the 13F portfolio, value $1,960,475.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 6,345 shares
    Change vs previous 13F +1,194 shares

    0.05% of the 13F portfolio, value $1,524,895.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 5,151 shares
    Change vs previous 13F +1,851 shares

    0.04% of the 13F portfolio, value $1,041,174.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 3,300 shares
    Change vs previous 13F +1,097 shares

    0.04% of the 13F portfolio, value $682,736.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 2,203 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $446,662.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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