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Cascadia Advisory Services, LLC: MTUM position timeline

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

Cascadia Advisory Services, LLC held 1,279 MTUM shares at 2021-09-30 per its 13F-HR filed 2021-11-12.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 1,279 shares
    Change vs previous 13F -3,970 shares

    0.05% of the 13F portfolio, value $225,000.

    13F-HR 0001800724-21-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 5,249 shares
    Change vs previous 13F -142 shares

    0.2% of the 13F portfolio, value $910,000.

    13F-HR 0001800724-21-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 5,391 shares
    Change vs previous 13F -10,022 shares

    0.19% of the 13F portfolio, value $867,000.

    13F-HR 0001648101-21-000003 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 15,413 shares
    Change vs previous 13F +635 shares

    0.64% of the 13F portfolio, value $2,272,000.

    13F-HR 0001800724-20-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 14,778 shares
    Change vs previous 13F +3,051 shares

    0.59% of the 13F portfolio, value $1,936,000.

    13F-HR 0001800724-20-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 11,727 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,472,000.

    13F-HR 0001800724-20-000001 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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