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Disclosery

Csenge Advisory Group: MTUM position timeline

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

Csenge Advisory Group held 31,148 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,148 shares
    Change vs previous 13F -1,763 shares

    0.43% of the 13F portfolio, value $10,678,365.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 32,911 shares
    Change vs previous 13F +880 shares

    0.36% of the 13F portfolio, value $7,898,223.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 32,031 shares
    Change vs previous 13F +3,530 shares

    0.36% of the 13F portfolio, value $8,017,597.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 28,501 shares
    Change vs previous 13F -453 shares

    0.35% of the 13F portfolio, value $7,309,202.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 28,954 shares
    Change vs previous 13F -22 shares

    0.35% of the 13F portfolio, value $6,703,969.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 28,976 shares
    Change vs previous 13F +1,340 shares

    0.32% of the 13F portfolio, value $5,660,425.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 27,636 shares
    Change vs previous 13F +5,814 shares

    0.31% of the 13F portfolio, value $5,718,354.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 21,822 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,524,984.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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