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Disclosery

CHAPIN DAVIS, INC.: MTUM position timeline

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

CHAPIN DAVIS, INC. held 6,157 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 6,157 shares
    Change vs previous 13F -1 shares

    0.38% of the 13F portfolio, value $1,953,864.

    13F-HR 0001085146-26-000828 filed by CHAPIN DAVIS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,158 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $2,111,148.

    13F-HR 0000872098-26-000005 filed by CHAPIN DAVIS, INC.
    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 6,158 shares
    Change vs previous 13F +63 shares

    0.33% of the 13F portfolio, value $1,477,861.

    13F-HR 0000872098-26-000004 filed by CHAPIN DAVIS, INC.
    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 6,095 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,525,641.

    13F-HR 0000872098-26-000001 filed by CHAPIN DAVIS, INC.
    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 6,095 shares
    Change vs previous 13F -71 shares

    0.38% of the 13F portfolio, value $1,563,062.

    13F-HR 0001085146-25-005864 filed by CHAPIN DAVIS, INC.
    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 6,166 shares
    Change vs previous 13F +171 shares

    0.41% of the 13F portfolio, value $1,481,813.

    13F-HR 0001085146-25-003790 filed by CHAPIN DAVIS, INC.
    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 5,995 shares
    Change vs previous 13F +5 shares

    0.41% of the 13F portfolio, value $1,211,769.

    13F-HR 0001085146-25-002243 filed by CHAPIN DAVIS, INC.
    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 5,990 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,214,534.

    13F-HR 0001085146-25-000364 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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