Clearview Wealth Management LLC: MTUM position timeline

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

Clearview Wealth Management LLC held 12,715 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

period ended2026-06-30
13F 12,715 shares
Change vs previous 13F -1,006 shares
2.8% of the 13F portfolio, value $4,359,083.
13F-HR 0001754960-26-000483 filed by Clearview Wealth Management LLC
Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 13,721 shares
Change vs previous 13F not available
2.33% of the 13F portfolio, value $3,292,903.
13F-HR 0001754960-26-000388 filed by Clearview Wealth Management LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).