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Disclosery

Brickley Wealth Management: MTUM position timeline

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

Brickley Wealth Management held 31,537 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,537 shares
    Change vs previous 13F +79 shares

    1.55% of the 13F portfolio, value $10,811,909.

    13F-HR 0001712533-26-000007 filed by Brickley Wealth Management
    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 31,458 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $7,549,661.

    13F-HR 0001712533-26-000005 filed by Brickley Wealth Management
    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 31,458 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $7,874,310.

    13F-HR 0001712533-26-000003 filed by Brickley Wealth Management
    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 31,458 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $8,067,463.

    13F-HR 0001712533-25-000018 filed by Brickley Wealth Management
    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 31,458 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $7,560,042.

    13F-HR 0001712533-25-000010 filed by Brickley Wealth Management
    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 31,458 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $6,358,652.

    13F-HR 0001712533-25-000008 filed by Brickley Wealth Management
    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 31,458 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $6,509,337.

    13F-HR 0001712533-25-000005 filed by Brickley Wealth Management
    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 31,458 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $6,378,471.

    13F-HR 0001712533-24-000017 filed by Brickley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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