Skip to content
Disclosery

Claris Financial LLC: MTUM position timeline

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

Claris Financial LLC held 35,039 MTUM shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 35,039 shares
    Change vs previous 13F -332 shares

    4.6% of the 13F portfolio, value $8,408,958.

    13F-HR 0001213900-26-058149 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 35,371 shares
    Change vs previous 13F -732 shares

    4.71% of the 13F portfolio, value $8,853,821.

    13F-HR 0001213900-26-018373 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 36,103 shares
    Change vs previous 13F +6,551 shares

    5.26% of the 13F portfolio, value $9,258,726.

    13F-HR 0001213900-26-040912 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 29,552 shares
    Change vs previous 13F -8,557 shares

    5.35% of the 13F portfolio, value $7,101,838.

    13F-HR 0001213900-25-080559 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 38,109 shares
    Change vs previous 13F 0 shares

    5.18% of the 13F portfolio, value $7,885,585.

    13F-HR 0001213900-25-055338 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 38,109 shares
    Change vs previous 13F not available

    5.18% of the 13F portfolio, value $7,885,585.

    13F-HR 0001213900-25-054892 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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