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COZAD ASSET MANAGEMENT INC: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COZAD ASSET MANAGEMENT INC on MTUM, newest first. How the timeline and the estimate are built.

COZAD ASSET MANAGEMENT INC held 23,006 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,006 shares
    Change vs previous 13F +77 shares

    0.51% of the 13F portfolio, value $7,887,035.

    13F-HR 0000709428-26-000008 filed by COZAD ASSET MANAGEMENT INC
    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 22,929 shares
    Change vs previous 13F -119 shares

    0.43% of the 13F portfolio, value $5,502,646.

    13F-HR 0000709428-26-000006 filed by COZAD ASSET MANAGEMENT INC
    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 23,048 shares
    Change vs previous 13F -1,020 shares

    0.45% of the 13F portfolio, value $5,769,194.

    13F-HR 0000709428-26-000002 filed by COZAD ASSET MANAGEMENT INC
    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 24,068 shares
    Change vs previous 13F +321 shares

    0.49% of the 13F portfolio, value $6,172,199.

    13F-HR 0000709428-25-000014 filed by COZAD ASSET MANAGEMENT INC
    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/A 23,747 shares
    Change vs previous 13F -182 shares

    0.5% of the 13F portfolio, value $5,706,801.

    13F-HR/A 0000709428-25-000011 filed by COZAD ASSET MANAGEMENT INC
    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 23,929 shares
    Change vs previous 13F -5 shares

    0.48% of the 13F portfolio, value $4,836,737.

    13F-HR 0000709428-25-000004 filed by COZAD ASSET MANAGEMENT INC
    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 23,934 shares
    Change vs previous 13F -2,997 shares

    0.46% of the 13F portfolio, value $4,952,379.

    13F-HR 0000709428-25-000002 filed by COZAD ASSET MANAGEMENT INC
    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 26,931 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,460,595.

    13F-HR 0000709428-24-000011 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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