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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors on MTUM, newest first. How the timeline and the estimate are built.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held 1,280 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,280 shares
    Change vs previous 13F -72,914 shares

    0.02% of the 13F portfolio, value $406,271.

    13F-HR 0001172661-26-004524 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 74,194 shares
    Change vs previous 13F -29,588 shares

    1.26% of the 13F portfolio, value $25,436,000.

    13F-HR 0001172661-26-002704 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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 103,782 shares
    Change vs previous 13F +6,094 shares

    1.42% of the 13F portfolio, value $24,906,740.

    13F-HR 0001172661-26-001426 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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 97,688 shares
    Change vs previous 13F +43,180 shares

    1.46% of the 13F portfolio, value $24,452,345.

    13F-HR 0001172661-26-000223 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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 54,508 shares
    Change vs previous 13F +634 shares

    0.81% of the 13F portfolio, value $13,978,572.

    13F-HR 0001172661-25-004339 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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/A 53,874 shares
    Change vs previous 13F +4,376 shares

    0.84% of the 13F portfolio, value $12,946,963.

    13F-HR/A 0001172661-25-004544 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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 49,498 shares
    Change vs previous 13F +11,961 shares

    0.8% of the 13F portfolio, value $10,075,023.

    13F-HR 0001172661-25-001702 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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/A 37,537 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $7,769,624.

    13F-HR/A 0001172661-25-000452 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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