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Cypress Wealth Services, LLC: MTUM position timeline

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

Cypress Wealth Services, LLC held 12,532 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,532 shares
    Change vs previous 13F -2,762 shares

    0.53% of the 13F portfolio, value $4,296,498.

    13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, 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 15,294 shares
    Change vs previous 13F +522 shares

    0.52% of the 13F portfolio, value $3,670,444.

    13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, 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 14,772 shares
    Change vs previous 13F +5,740 shares

    0.51% of the 13F portfolio, value $3,697,554.

    13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, 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 9,032 shares
    Change vs previous 13F -41 shares

    0.38% of the 13F portfolio, value $2,316,294.

    13F-HR 0001721527-25-000004 filed by Cypress Wealth Services, 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 9,073 shares
    Change vs previous 13F +114 shares

    0.39% of the 13F portfolio, value $2,180,306.

    13F-HR 0001085146-25-004189 filed by Cypress Wealth Services, 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 8,959 shares
    Change vs previous 13F +3,813 shares

    0.37% of the 13F portfolio, value $1,810,883.

    13F-HR 0001085146-25-002032 filed by Cypress Wealth Services, 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 5,146 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,064,810.

    13F-HR 0001085146-25-000207 filed by Cypress Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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