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Disclosery

Cape Investment Advisory, Inc.: MTUM position timeline

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

Cape Investment Advisory, Inc. held 88 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 88 shares
    Change vs previous 13F -1,150 shares

    0.01% of the 13F portfolio, value $27,862.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,238 shares
    Change vs previous 13F -227 shares

    0.11% of the 13F portfolio, value $424,355.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    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 1,465 shares
    Change vs previous 13F +227 shares

    0.12% of the 13F portfolio, value $351,537.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,238 shares
    Change vs previous 13F +479 shares

    0.1% of the 13F portfolio, value $309,834.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 759 shares
    Change vs previous 13F +108 shares

    0.19% of the 13F portfolio, value $194,646.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 651 shares
    Change vs previous 13F +48 shares

    0.06% of the 13F portfolio, value $156,448.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    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 603 shares
    Change vs previous 13F +27 shares

    0.05% of the 13F portfolio, value $121,884.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 576 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $119,186.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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