Fortis Group Advisors, LLC: MTUM position timeline

Fortis Group Advisors, LLC held 16,073 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 16,073 shares

   Change vs previous 13F -130 shares

   0.88% of the 13F portfolio, value $5,510,315.

   13F-HR 0001815183-26-000004 filed by Fortis Group Advisors, LLC
   Filed 2026-07-24 (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 16,203 shares

   Change vs previous 13F +915 shares

   0.76% of the 13F portfolio, value $4,601,333.

   13F-HR 0001815183-26-000002 filed by Fortis Group Advisors, LLC
   Filed 2026-05-08 (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 15,288 shares

   Change vs previous 13F -192 shares

   0.66% of the 13F portfolio, value $3,912,050.

   13F-HR 0001815183-26-000001 filed by Fortis Group Advisors, 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).

4. period ended2025-09-30

   13F 15,480 shares

   Change vs previous 13F -13,968 shares

   0.68% of the 13F portfolio, value $3,935,326.

   13F-HR 0001815183-25-000006 filed by Fortis Group Advisors, LLC
   Filed 2025-11-07 (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 29,448 shares

   Change vs previous 13F not available

   1.29% of the 13F portfolio, value $7,105,509.

   13F-HR 0001815183-25-000005 filed by Fortis Group Advisors, LLC
   Filed 2025-08-08 (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).