D'Orazio & Associates, Inc.: MTUM position timeline

D'Orazio & Associates, Inc. held 63,196 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 63,196 shares

   Change vs previous 13F +3,481 shares

   2.51% of the 13F portfolio, value $21,665,380.

   13F-HR 0001646821-26-000005 filed by D'Orazio & Associates, Inc.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 59,715 shares

   Change vs previous 13F +2,251 shares

   1.86% of the 13F portfolio, value $14,331,039.

   13F-HR 0001646821-26-000002 filed by D'Orazio & Associates, Inc.
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 57,464 shares

   Change vs previous 13F +8,844 shares

   1.84% of the 13F portfolio, value $14,383,710.

   13F-HR 0001646821-26-000001 filed by D'Orazio & Associates, Inc.
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 48,620 shares

   Change vs previous 13F +36,928 shares

   1.65% of the 13F portfolio, value $12,468,653.

   13F-HR 0001646821-25-000003 filed by D'Orazio & Associates, Inc.
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,692 shares

   Change vs previous 13F not available

   0.4% of the 13F portfolio, value $2,809,834.

   13F-HR 0001085146-25-004705 filed by D'Orazio & Associates, Inc.
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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