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Elmwood Wealth Management, Inc.: MTUM position timeline

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

Elmwood Wealth Management, Inc. held 2,650 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,650 shares
    Change vs previous 13F -80 shares

    0.2% of the 13F portfolio, value $840,951.

    13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,730 shares
    Change vs previous 13F -100 shares

    0.23% of the 13F portfolio, value $935,926.

    13F-HR 0001731927-26-000003 filed by Elmwood Wealth Management, Inc.
    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 2,830 shares
    Change vs previous 13F +300 shares

    0.19% of the 13F portfolio, value $679,172.

    13F-HR 0001731927-26-000002 filed by Elmwood Wealth Management, Inc.
    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 2,530 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $633,285.

    13F-HR 0001731927-26-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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