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Disclosery

BridgePort Financial Solutions, LLC: MTUM position timeline

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

BridgePort Financial Solutions, LLC held 3,775 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,775 shares
    Change vs previous 13F -1,741 shares

    0.33% of the 13F portfolio, value $1,294,198.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 5,516 shares
    Change vs previous 13F -167 shares

    0.38% of the 13F portfolio, value $1,323,795.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 5,683 shares
    Change vs previous 13F +1,748 shares

    0.38% of the 13F portfolio, value $1,422,478.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 3,935 shares
    Change vs previous 13F +146 shares

    0.27% of the 13F portfolio, value $1,009,219.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 3,789 shares
    Change vs previous 13F -434 shares

    0.3% of the 13F portfolio, value $910,545.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 4,223 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $853,695.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 4,223 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $905,665.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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