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Disclosery

Caprock Group, LLC: MTUM position timeline

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

Caprock Group, LLC held 16,846 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,846 shares
    Change vs previous 13F +3,182 shares

    0.11% of the 13F portfolio, value $5,775,401.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 13,664 shares
    Change vs previous 13F -317 shares

    0.08% of the 13F portfolio, value $3,279,279.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 13,981 shares
    Change vs previous 13F +511 shares

    0.07% of the 13F portfolio, value $3,499,584.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 13,470 shares
    Change vs previous 13F +4,177 shares

    0.08% of the 13F portfolio, value $3,283,043.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,293 shares
    Change vs previous 13F -1,647 shares

    0.06% of the 13F portfolio, value $1,878,394.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 10,940 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,263,705.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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