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Chicago Partners Investment Group LLC: MTUM position timeline

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

Chicago Partners Investment Group LLC held 40,948 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,948 shares
    Change vs previous 13F -27 shares

    0.26% of the 13F portfolio, value $12,856,868.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment 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 40,975 shares
    Change vs previous 13F -144 shares

    0.25% of the 13F portfolio, value $11,308,775.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment 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 41,119 shares
    Change vs previous 13F -49 shares

    0.26% of the 13F portfolio, value $10,505,588.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment 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 41,168 shares
    Change vs previous 13F +829 shares

    0.28% of the 13F portfolio, value $10,619,163.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment 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 40,339 shares
    Change vs previous 13F +81 shares

    0.28% of the 13F portfolio, value $9,695,951.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment 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 40,258 shares
    Change vs previous 13F -2,102 shares

    0.29% of the 13F portfolio, value $8,682,744.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment 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 42,360 shares
    Change vs previous 13F -932 shares

    0.3% of the 13F portfolio, value $8,886,323.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment 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 43,292 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,986,594.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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