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Beacon Pointe Advisors, LLC: MTUM position timeline

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

Beacon Pointe Advisors, LLC held 131,871 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,871 shares
    Change vs previous 13F -806 shares

    0.21% of the 13F portfolio, value $45,209,489.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 132,677 shares
    Change vs previous 13F +11,692 shares

    0.17% of the 13F portfolio, value $31,841,254.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 120,985 shares
    Change vs previous 13F +84,483 shares

    0.21% of the 13F portfolio, value $30,283,809.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 36,502 shares
    Change vs previous 13F -6,617 shares

    0.08% of the 13F portfolio, value $9,360,966.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 43,119 shares
    Change vs previous 13F +619 shares

    0.11% of the 13F portfolio, value $10,362,476.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 42,500 shares
    Change vs previous 13F -53 shares

    0.1% of the 13F portfolio, value $8,590,510.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 42,553 shares
    Change vs previous 13F -1,339 shares

    0.1% of the 13F portfolio, value $8,805,097.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 43,892 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,899,480.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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