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CFO4Life Group, LLC: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on MTUM, newest first. How the timeline and the estimate are built.

CFO4Life Group, LLC held 60,583 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 60,583 shares
    Change vs previous 13F -282 shares

    2.8% of the 13F portfolio, value $20,769,533.

    13F-HR 0001765380-26-000360 filed by CFO4Life 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 60,865 shares
    Change vs previous 13F -360 shares

    2.23% of the 13F portfolio, value $14,607,029.

    13F-HR 0001765380-26-000199 filed by CFO4Life 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 61,225 shares
    Change vs previous 13F -1,710 shares

    2.18% of the 13F portfolio, value $15,325,305.

    13F-HR 0001765380-26-000075 filed by CFO4Life 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 62,935 shares
    Change vs previous 13F -1,162 shares

    2.35% of the 13F portfolio, value $16,139,690.

    13F-HR 0001765380-25-000451 filed by CFO4Life 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 ended2025-06-30
    13F 64,097 shares
    Change vs previous 13F -2,247 shares

    2.41% of the 13F portfolio, value $15,403,783.

    13F-HR 0001765380-25-000315 filed by CFO4Life 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 ended2025-03-31
    13F 66,344 shares
    Change vs previous 13F -57,253 shares

    2.26% of the 13F portfolio, value $13,410,165.

    13F-HR 0001765380-25-000154 filed by CFO4Life Group, LLC
    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 123,597 shares
    Change vs previous 13F +1,426 shares

    4.49% of the 13F portfolio, value $25,574,742.

    13F-HR 0001765380-25-000070 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 122,171 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $24,771,377.

    13F-HR 0001765380-24-000432 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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