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Disclosery

D.A. DAVIDSON & CO.: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on MTUM, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 36,900 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,900 shares
    Change vs previous 13F +1,463 shares

    0.07% of the 13F portfolio, value $12,650,480.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 35,437 shares
    Change vs previous 13F +8,610 shares

    0.05% of the 13F portfolio, value $8,504,698.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 26,827 shares
    Change vs previous 13F +964 shares

    0.04% of the 13F portfolio, value $6,715,161.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 25,863 shares
    Change vs previous 13F +263 shares

    0.04% of the 13F portfolio, value $6,632,737.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 25,600 shares
    Change vs previous 13F +15,293 shares

    0.04% of the 13F portfolio, value $6,152,236.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 10,307 shares
    Change vs previous 13F +2,809 shares

    0.02% of the 13F portfolio, value $2,083,354.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 7,498 shares
    Change vs previous 13F +57 shares

    0.01% of the 13F portfolio, value $1,551,486.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 7,441 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,508,759.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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