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Disclosery

GRIES FINANCIAL LLC: MTUM position timeline

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

GRIES FINANCIAL LLC held 4,578 MTUM shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,578 shares
    Change vs previous 13F +1,535 shares

    0.19% of the 13F portfolio, value $1,174,028.

    13F-HR 0001213900-25-101113 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,043 shares
    Change vs previous 13F -23 shares

    0.13% of the 13F portfolio, value $731,294.

    13F-HR 0001213900-25-063702 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,066 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $619,731.

    13F-HR 0001213900-25-039607 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,066 shares
    Change vs previous 13F +48 shares

    0.11% of the 13F portfolio, value $634,417.

    13F-HR 0001213900-25-005821 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,018 shares
    Change vs previous 13F +1,964 shares

    0.11% of the 13F portfolio, value $611,930.

    13F-HR 0001213900-24-088867 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,054 shares
    Change vs previous 13F -2,121 shares

    0.04% of the 13F portfolio, value $205,393.

    13F-HR 0001213900-24-064624 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F/A 3,175 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $594,836.

    13F-HR/A 0001213900-24-043516 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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