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Elm3 Financial Group, LLC: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elm3 Financial Group, LLC on MTUM, newest first. How the timeline and the estimate are built.

Elm3 Financial Group, LLC held 8,280 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,280 shares
    Change vs previous 13F -1,975 shares

    1.75% of the 13F portfolio, value $2,627,655.

    13F-HR 0002011201-26-000005 filed by Elm3 Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,255 shares
    Change vs previous 13F -187 shares

    2.41% of the 13F portfolio, value $3,515,746.

    13F-HR 0002011201-26-000003 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,442 shares
    Change vs previous 13F -434 shares

    2.12% of the 13F portfolio, value $2,505,969.

    13F-HR 0002011201-26-000002 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,876 shares
    Change vs previous 13F -3,781 shares

    2.26% of the 13F portfolio, value $2,722,344.

    13F-HR 0002011201-26-000001 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,657 shares
    Change vs previous 13F -3,279 shares

    3.08% of the 13F portfolio, value $3,758,695.

    13F-HR 0002011201-25-000005 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,936 shares
    Change vs previous 13F -3,130 shares

    3.58% of the 13F portfolio, value $4,310,472.

    13F-HR 0002011201-25-000002 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,066 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $4,258,104.

    13F-HR 0002011201-25-000001 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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