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FORTE ASSET MANAGEMENT LLC: MTUM position timeline

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

FORTE ASSET MANAGEMENT LLC held 0 MTUM shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -36,276 shares

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT 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.

  2. period ended2025-03-31
    13F 36,276 shares
    Change vs previous 13F +10,898 shares

    3.69% of the 13F portfolio, value $7,332,521.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 25,378 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $5,251,242.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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