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Davis Wealth Advisors, LLC: MTUM position timeline

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

Davis Wealth Advisors, LLC held 5,524 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 5,524 shares
    Change vs previous 13F -3,038 shares

    1.46% of the 13F portfolio, value $1,893,577.

    13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, 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 8,562 shares
    Change vs previous 13F +252 shares

    1.71% of the 13F portfolio, value $2,054,812.

    13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, 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 8,310 shares
    Change vs previous 13F +3,246 shares

    1.73% of the 13F portfolio, value $2,080,010.

    13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, 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 5,064 shares
    Change vs previous 13F +487 shares

    1.17% of the 13F portfolio, value $1,298,851.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 4,577 shares
    Change vs previous 13F -89 shares

    1.17% of the 13F portfolio, value $1,099,973.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 4,666 shares
    Change vs previous 13F +267 shares

    1.07% of the 13F portfolio, value $943,268.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 4,399 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $910,247.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested