Gilbert Capital Group, Inc.: MTUM position timeline

Gilbert Capital Group, Inc. held 4,225 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,225 shares

   Change vs previous 13F +5 shares

   1.01% of the 13F portfolio, value $1,448,457.

   13F-HR 0002085853-26-000712 filed by Gilbert Capital Group, Inc.
   Filed 2026-07-13 (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 4,220 shares

   Change vs previous 13F -329 shares

   0.78% of the 13F portfolio, value $1,012,758.

   13F-HR 0002085853-26-000419 filed by Gilbert Capital Group, Inc.
   Filed 2026-04-20 (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 4,549 shares

   Change vs previous 13F -10,841 shares

   0.86% of the 13F portfolio, value $1,138,660.

   13F-HR 0002085853-26-000072 filed by Gilbert Capital Group, Inc.
   Filed 2026-01-23 (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 15,390 shares

   Change vs previous 13F -213 shares

   3.05% of the 13F portfolio, value $3,946,765.

   13F-HR 0002085853-25-000290 filed by Gilbert Capital Group, Inc.
   Filed 2025-12-02 (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).

5. period ended2025-06-30

   13F 15,603 shares

   Change vs previous 13F not available

   3.11% of the 13F portfolio, value $3,749,713.

   13F-HR 0002085853-25-000008 filed by Gilbert Capital Group, Inc.
   Filed 2025-09-30 (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).