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Berbice Capital Management LLC: MTUM position timeline

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

Berbice Capital Management LLC held 6,487 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,487 shares
    Change vs previous 13F +300 shares

    1.02% of the 13F portfolio, value $2,058,585.

    13F-HR 0002051605-26-000004 filed by Berbice Capital Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,187 shares
    Change vs previous 13F +600 shares

    1.1% of the 13F portfolio, value $2,121,089.

    13F-HR 0002051605-26-000003 filed by Berbice Capital Management 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 5,587 shares
    Change vs previous 13F -1,000 shares

    0.88% of the 13F portfolio, value $1,340,824.

    13F-HR 0002051605-26-000002 filed by Berbice Capital Management 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 6,587 shares
    Change vs previous 13F -22 shares

    0.99% of the 13F portfolio, value $1,648,792.

    13F-HR 0002051605-26-000001 filed by Berbice Capital Management 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 6,609 shares
    Change vs previous 13F -1,000 shares

    1.04% of the 13F portfolio, value $1,694,878.

    13F-HR 0002051605-25-000005 filed by Berbice Capital Management 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 7,609 shares
    Change vs previous 13F +1,627 shares

    1.28% of the 13F portfolio, value $1,828,595.

    13F-HR 0002051605-25-000004 filed by Berbice Capital Management 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 5,982 shares
    Change vs previous 13F +557 shares

    1.04% of the 13F portfolio, value $1,209,142.

    13F-HR 0002051605-25-000003 filed by Berbice Capital Management 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 5,425 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,122,541.

    13F-HR 0002051605-25-000001 filed by Berbice Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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