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Forthright Family Wealth Advisory LLC: MTUM position timeline

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

Forthright Family Wealth Advisory LLC held 12,257 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,257 shares
    Change vs previous 13F +12,257 shares

    2.38% of the 13F portfolio, value $4,202,143.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 0 shares
    Change vs previous 13F -12,069 shares

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory 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.

  3. period ended2025-12-31
    13F 12,069 shares
    Change vs previous 13F +213 shares

    1.9% of the 13F portfolio, value $3,020,991.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,856 shares
    Change vs previous 13F +621 shares

    1.87% of the 13F portfolio, value $3,040,471.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,235 shares
    Change vs previous 13F -821 shares

    1.71% of the 13F portfolio, value $2,699,995.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,056 shares
    Change vs previous 13F -893 shares

    1.61% of the 13F portfolio, value $2,436,879.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,949 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,679,407.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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