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Disclosery

Capital Planning LLC: MTUM position timeline

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

Capital Planning LLC held 27,437 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,437 shares
    Change vs previous 13F -1,010 shares

    2.32% of the 13F portfolio, value $8,706,858.

    13F-HR 0001790688-26-000005 filed by Capital Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,447 shares
    Change vs previous 13F -2,089 shares

    2.84% of the 13F portfolio, value $9,752,485.

    13F-HR 0001790688-26-000004 filed by Capital Planning LLC
    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 30,536 shares
    Change vs previous 13F -2,601 shares

    2.38% of the 13F portfolio, value $7,328,335.

    13F-HR 0001790688-26-000002 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,137 shares
    Change vs previous 13F -538 shares

    2.35% of the 13F portfolio, value $8,374,714.

    13F-HR 0001790688-26-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 33,675 shares
    Change vs previous 13F -38 shares

    2.52% of the 13F portfolio, value $8,635,954.

    13F-HR 0001790688-25-000008 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 33,713 shares
    Change vs previous 13F -1,097 shares

    2.55% of the 13F portfolio, value $8,101,908.

    13F-HR 0001790688-25-000006 filed by Capital Planning LLC
    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 34,810 shares
    Change vs previous 13F -663 shares

    1.97% of the 13F portfolio, value $7,036,145.

    13F-HR 0001790688-25-000005 filed by Capital Planning LLC
    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 35,473 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $7,340,073.

    13F-HR 0001790688-25-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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