AssuredPartners Investment Advisors, LLC: MTUM position timeline

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

AssuredPartners Investment Advisors, LLC held 16,446 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 16,446 shares
Change vs previous 13F -2,131 shares
0.55% of the 13F portfolio, value $5,638,176.
13F-HR 0002085853-26-000967 filed by AssuredPartners Investment Advisors, LLC
Filed 2026-08-10 (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).
period ended2026-03-31
13F 18,577 shares
Change vs previous 13F not available
0.5% of the 13F portfolio, value $4,601,316.
13F-HR 0002085853-26-000348 filed by AssuredPartners Investment Advisors, LLC
Filed 2026-04-13 (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).