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Disclosery

GDS Wealth Management: MTUM position timeline

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

GDS Wealth Management held 3,312 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,312 shares
    Change vs previous 13F +165 shares

    0.05% of the 13F portfolio, value $1,135,453.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 3,147 shares
    Change vs previous 13F +283 shares

    0.05% of the 13F portfolio, value $755,249.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,864 shares
    Change vs previous 13F +79 shares

    0.04% of the 13F portfolio, value $716,888.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 2,785 shares
    Change vs previous 13F +18 shares

    0.05% of the 13F portfolio, value $714,213.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 2,767 shares
    Change vs previous 13F +247 shares

    0.05% of the 13F portfolio, value $664,965.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 2,520 shares
    Change vs previous 13F +255 shares

    0.04% of the 13F portfolio, value $509,368.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 2,265 shares
    Change vs previous 13F +166 shares

    0.04% of the 13F portfolio, value $468,674.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,099 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $425,593.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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