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Disclosery

Bernardo Wealth Planning LLC: MTUM position timeline

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

Bernardo Wealth Planning LLC held 2,959 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,959 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,014,355.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 2,959 shares
    Change vs previous 13F +12 shares

    0.14% of the 13F portfolio, value $710,075.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 2,947 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $737,606.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 2,942 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $754,417.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 2,942 shares
    Change vs previous 13F -37 shares

    0.15% of the 13F portfolio, value $707,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 2,979 shares
    Change vs previous 13F -8 shares

    0.14% of the 13F portfolio, value $602,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 2,987 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $617,996.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 2,987 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $623,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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