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Blue Trust, Inc.: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Trust, Inc. on MTUM, newest first. How the timeline and the estimate are built.

Blue Trust, Inc. held 1,409,680 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,409,680 shares
    Change vs previous 13F +134,717 shares

    5.07% of the 13F portfolio, value $483,280,614.

    13F-HR 0001856022-26-000004 filed by Blue Trust, 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 1,274,963 shares
    Change vs previous 13F +32,573 shares

    3.5% of the 13F portfolio, value $305,978,484.

    13F-HR 0001856022-26-000003 filed by Blue Trust, 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 1,242,390 shares
    Change vs previous 13F +108,825 shares

    3.51% of the 13F portfolio, value $310,982,549.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    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 1,133,565 shares
    Change vs previous 13F -76,913 shares

    3.26% of the 13F portfolio, value $290,702,547.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    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 1,210,478 shares
    Change vs previous 13F +8,459 shares

    3.43% of the 13F portfolio, value $290,902,025.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    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 1,202,019 shares
    Change vs previous 13F -23,289 shares

    3.11% of the 13F portfolio, value $242,964,141.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 1,225,308 shares
    Change vs previous 13F +81,918 shares

    3.25% of the 13F portfolio, value $253,540,825.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 1,143,390 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $222,812,504.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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