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GREAT OAK CAPITAL PARTNERS, LLC: MTUM position timeline

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

GREAT OAK CAPITAL PARTNERS, LLC held 6,364 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,364 shares
    Change vs previous 13F -440 shares

    0.43% of the 13F portfolio, value $2,002,377.

    13F-HR 0001951757-26-001000 filed by GREAT OAK CAPITAL PARTNERS, 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 6,804 shares
    Change vs previous 13F -185 shares

    0.41% of the 13F portfolio, value $1,766,663.

    13F-HR 0001951757-26-000578 filed by GREAT OAK CAPITAL PARTNERS, LLC
    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 6,989 shares
    Change vs previous 13F -147 shares

    0.44% of the 13F portfolio, value $1,766,408.

    13F-HR 0001951757-26-000008 filed by GREAT OAK CAPITAL PARTNERS, 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 7,136 shares
    Change vs previous 13F +8 shares

    0.48% of the 13F portfolio, value $1,826,131.

    13F-HR 0001951757-25-001156 filed by GREAT OAK CAPITAL PARTNERS, 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 7,128 shares
    Change vs previous 13F -2,603 shares

    0.48% of the 13F portfolio, value $1,683,913.

    13F-HR 0001951757-25-000842 filed by GREAT OAK CAPITAL PARTNERS, 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 9,731 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $2,012,764.

    13F-HR 0001951757-25-000402 filed by GREAT OAK CAPITAL PARTNERS, 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 9,731 shares
    Change vs previous 13F -3,156 shares

    0.67% of the 13F portfolio, value $2,012,764.

    13F-HR 0001951757-25-000035 filed by GREAT OAK CAPITAL PARTNERS, LLC
    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 12,887 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,625,907.

    13F-HR 0001951757-24-000990 filed by GREAT OAK CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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