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Cresset Asset Management, LLC: MTUM position timeline

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

Cresset Asset Management, LLC held 7,523 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 7,523 shares
    Change vs previous 13F +902 shares

    0.01% of the 13F portfolio, value $2,579,148.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 6,621 shares
    Change vs previous 13F +325 shares

    0.01% of the 13F portfolio, value $1,588,974.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 6,296 shares
    Change vs previous 13F -388 shares

    0.01% of the 13F portfolio, value $1,575,952.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 6,684 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $1,714,112.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 6,673 shares
    Change vs previous 13F -6,520 shares

    0.01% of the 13F portfolio, value $1,603,655.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 13,193 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $2,666,678.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    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 13,120 shares
    Change vs previous 13F -1,337 shares

    0.01% of the 13F portfolio, value $2,714,776.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
    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 14,457 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,931,273.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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