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Disclosery

EHRLICH FINANCIAL GROUP: MTUM position timeline

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

EHRLICH FINANCIAL GROUP held 3,530 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,530 shares
    Change vs previous 13F -10,320 shares

    0.62% of the 13F portfolio, value $1,210,056.

    13F-HR 0001951757-26-000935 filed by EHRLICH FINANCIAL 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 13,850 shares
    Change vs previous 13F +544 shares

    1.91% of the 13F portfolio, value $3,323,768.

    13F-HR 0001951757-26-000551 filed by EHRLICH FINANCIAL 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 13,306 shares
    Change vs previous 13F +4,672 shares

    1.9% of the 13F portfolio, value $3,330,521.

    13F-HR 0001951757-26-000007 filed by EHRLICH FINANCIAL 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 8,634 shares
    Change vs previous 13F +485 shares

    1.31% of the 13F portfolio, value $2,214,066.

    13F-HR 0001951757-25-001155 filed by EHRLICH FINANCIAL 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 8,149 shares
    Change vs previous 13F +1 shares

    1.27% of the 13F portfolio, value $1,958,481.

    13F-HR 0001951757-25-000580 filed by EHRLICH FINANCIAL 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 8,148 shares
    Change vs previous 13F +109 shares

    1.2% of the 13F portfolio, value $1,646,997.

    13F-HR 0001951757-25-000330 filed by EHRLICH FINANCIAL 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 8,039 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,663,430.

    13F-HR 0001951757-25-000006 filed by EHRLICH FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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