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Disclosery

Benson Wealth Management INC: MTUM position timeline

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

Benson Wealth Management INC held 1,557 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 1,557 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $533,786.

    13F-HR 0002109863-26-000004 filed by Benson Wealth Management 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 1,557 shares
    Change vs previous 13F -5 shares

    0.51% of the 13F portfolio, value $373,664.

    13F-HR 0002109863-26-000002 filed by Benson Wealth Management 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 1,562 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $390,984.

    13F-HR 0002109863-26-000001 filed by Benson Wealth Management INC
    Filed (acceptance time not in the bulk data set), ingested

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