Skip to content
Disclosery

Clarus Wealth Advisors: MTUM position timeline

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

Clarus Wealth Advisors held 8,523 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,523 shares
    Change vs previous 13F -1,278 shares

    1.03% of the 13F portfolio, value $2,683,467.

    13F-HR 0001730149-26-000003 filed by Clarus Wealth Advisors
    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 9,801 shares
    Change vs previous 13F -10,159 shares

    1.04% of the 13F portfolio, value $2,443,193.

    13F-HR 0001730149-26-000002 filed by Clarus Wealth Advisors
    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 19,960 shares
    Change vs previous 13F +686 shares

    2.14% of the 13F portfolio, value $5,167,745.

    13F-HR 0001730149-26-000001 filed by Clarus Wealth Advisors
    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 19,274 shares
    Change vs previous 13F +484 shares

    2.17% of the 13F portfolio, value $4,900,800.

    13F-HR 0001730149-25-000005 filed by Clarus Wealth Advisors
    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 18,790 shares
    Change vs previous 13F +9,050 shares

    2.05% of the 13F portfolio, value $4,442,520.

    13F-HR 0001730149-25-000003 filed by Clarus Wealth Advisors
    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 9,740 shares
    Change vs previous 13F +1,189 shares

    1.04% of the 13F portfolio, value $1,945,955.

    13F-HR 0001730149-25-000002 filed by Clarus Wealth Advisors
    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 8,551 shares
    Change vs previous 13F +469 shares

    0.88% of the 13F portfolio, value $1,768,689.

    13F-HR 0001730149-25-000001 filed by Clarus Wealth Advisors
    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 8,082 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,634,989.

    13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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