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Cetera Investment Advisers: MTUM position timeline

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

Cetera Investment Advisers held 595,918 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 595,918 shares
    Change vs previous 13F -15,633 shares

    0.19% of the 13F portfolio, value $204,298,560.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 611,551 shares
    Change vs previous 13F +4,261 shares

    0.16% of the 13F portfolio, value $146,766,046.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 607,290 shares
    Change vs previous 13F +119,528 shares

    0.17% of the 13F portfolio, value $152,010,912.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 487,762 shares
    Change vs previous 13F +47,682 shares

    0.15% of the 13F portfolio, value $125,086,726.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 440,080 shares
    Change vs previous 13F +14,094 shares

    0.18% of the 13F portfolio, value $105,759,926.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 425,986 shares
    Change vs previous 13F +50,438 shares

    0.17% of the 13F portfolio, value $86,104,487.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 375,548 shares
    Change vs previous 13F +222,177 shares

    0.16% of the 13F portfolio, value $77,708,345.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 153,371 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $31,097,425.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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