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Disclosery

Baron Financial Group, LLC: MTUM position timeline

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

Baron Financial Group, LLC held 1,365 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,365 shares
    Change vs previous 13F -105 shares

    0.21% of the 13F portfolio, value $433,170.

    13F-HR 0002085853-26-001129 filed by Baron Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,470 shares
    Change vs previous 13F -35 shares

    0.24% of the 13F portfolio, value $503,961.

    13F-HR 0002085853-26-000675 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,505 shares
    Change vs previous 13F -50 shares

    0.19% of the 13F portfolio, value $361,185.

    13F-HR 0002085853-26-000326 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,555 shares
    Change vs previous 13F -20 shares

    0.21% of the 13F portfolio, value $389,233.

    13F-HR 0002085853-26-000019 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,575 shares
    Change vs previous 13F -100 shares

    0.22% of the 13F portfolio, value $403,909.

    13F-HR 0002085853-25-000020 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,675 shares
    Change vs previous 13F -60 shares

    0.24% of the 13F portfolio, value $402,536.

    13F-HR 0001667731-25-000746 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,735 shares
    Change vs previous 13F -1,201 shares

    0.22% of the 13F portfolio, value $350,696.

    13F-HR 0001667731-25-000421 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,936 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $607,518.

    13F-HR 0001667731-25-000073 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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