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First Heartland Consultants, Inc.: MTUM position timeline

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

First Heartland Consultants, Inc. held 42,697 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,697 shares
    Change vs previous 13F +25,614 shares

    0.9% of the 13F portfolio, value $13,549,518.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,083 shares
    Change vs previous 13F +176 shares

    0.38% of the 13F portfolio, value $5,856,407.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, 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 16,907 shares
    Change vs previous 13F +1,665 shares

    0.31% of the 13F portfolio, value $4,057,400.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, 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 15,242 shares
    Change vs previous 13F +2,928 shares

    0.29% of the 13F portfolio, value $3,815,225.

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    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 12,314 shares
    Change vs previous 13F +1,178 shares

    0.25% of the 13F portfolio, value $3,157,925.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    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 11,136 shares
    Change vs previous 13F -15,158 shares

    0.24% of the 13F portfolio, value $2,676,204.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    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 26,294 shares
    Change vs previous 13F +6,942 shares

    0.55% of the 13F portfolio, value $5,314,806.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,352 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,004,329.

    13F-HR 0001214659-25-002909 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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