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COLUMBIA ADVISORY PARTNERS LLC: MTUM position timeline

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

COLUMBIA ADVISORY PARTNERS LLC held 15,883 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,883 shares
    Change vs previous 13F -152 shares

    3% of the 13F portfolio, value $5,445,006.

    13F-HR 0001808179-26-000005 filed by COLUMBIA ADVISORY PARTNERS 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 16,035 shares
    Change vs previous 13F +234 shares

    2.46% of the 13F portfolio, value $3,848,332.

    13F-HR 0001808179-26-000004 filed by COLUMBIA ADVISORY PARTNERS 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 15,801 shares
    Change vs previous 13F -126 shares

    2.69% of the 13F portfolio, value $3,955,213.

    13F-HR 0001808179-26-000001 filed by COLUMBIA ADVISORY PARTNERS 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 15,927 shares
    Change vs previous 13F +45 shares

    2.82% of the 13F portfolio, value $4,084,454.

    13F-HR 0001808179-25-000008 filed by COLUMBIA ADVISORY PARTNERS 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 15,882 shares
    Change vs previous 13F +2,251 shares

    2.89% of the 13F portfolio, value $3,816,664.

    13F-HR 0001808179-25-000005 filed by COLUMBIA ADVISORY PARTNERS 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 13,631 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $2,755,299.

    13F-HR 0001808179-25-000004 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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