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Barnes Wealth Management Group, Inc: MTUM position timeline

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

Barnes Wealth Management Group, Inc held 10,393 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,393 shares
    Change vs previous 13F -2,411 shares

    1.65% of the 13F portfolio, value $3,563,032.

    13F-HR 0001172661-26-002787 filed by Barnes Wealth Management Group, Inc
    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 12,804 shares
    Change vs previous 13F +448 shares

    1.56% of the 13F portfolio, value $3,072,832.

    13F-HR 0001172661-26-002405 filed by Barnes Wealth Management Group, Inc
    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 12,356 shares
    Change vs previous 13F +2,638 shares

    1.66% of the 13F portfolio, value $3,092,830.

    13F-HR 0001172661-26-001324 filed by Barnes Wealth Management Group, Inc
    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 9,718 shares
    Change vs previous 13F -229 shares

    1.37% of the 13F portfolio, value $2,492,182.

    13F-HR 0001172661-25-004993 filed by Barnes Wealth Management Group, Inc
    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 9,947 shares
    Change vs previous 13F +92 shares

    1.41% of the 13F portfolio, value $2,390,463.

    13F-HR 0001172661-25-003849 filed by Barnes Wealth Management Group, Inc
    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 9,855 shares
    Change vs previous 13F +160 shares

    1.28% of the 13F portfolio, value $1,991,991.

    13F-HR 0001172661-25-001833 filed by Barnes Wealth Management Group, Inc
    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 9,695 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,006,089.

    13F-HR 0001172661-25-001641 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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