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Empowered Funds, LLC: MTUM position timeline

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

Empowered Funds, LLC held 2,213 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,213 shares
    Change vs previous 13F -680 shares

    <0.01% of the 13F portfolio, value $758,683.

    13F-HR 0001592828-26-000007 filed by Empowered Funds, 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/A 2,893 shares
    Change vs previous 13F +494 shares

    <0.01% of the 13F portfolio, value $694,291.

    13F-HR/A 0001592828-26-000006 filed by Empowered Funds, 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/A 2,399 shares
    Change vs previous 13F +2,399 shares

    0.01% of the 13F portfolio, value $600,494.

    13F-HR/A 0001592828-26-000004 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -12,307 shares

    13F-HR 0001592828-25-000009 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 12,307 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,487,614.

    13F-HR 0001592828-25-000006 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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