Forefront Wealth Partners, LLC: MTUM position timeline

Forefront Wealth Partners, LLC held 1,063 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,063 shares

   Change vs previous 13F +70 shares

   0.11% of the 13F portfolio, value $364,173.

   13F-HR 0002063364-26-000314 filed by Forefront Wealth Partners, LLC
   Filed 2026-08-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 993 shares

   Change vs previous 13F +993 shares

   0.1% of the 13F portfolio, value $238,113.

   13F-HR 0002063364-26-000107 filed by Forefront Wealth Partners, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -37,777 shares

   13F-HR 0002063364-26-000056 filed by Forefront Wealth Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

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

4. period ended2025-09-30

   13F 37,777 shares

   Change vs previous 13F +36,617 shares

   2.44% of the 13F portfolio, value $9,687,725.

   13F-HR 0002063364-25-000240 filed by Forefront Wealth Partners, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,160 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $248,432.

   13F-HR 0002063364-25-000212 filed by Forefront Wealth Partners, LLC
   Filed 2025-08-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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