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GWN SECURITIES INC.: MTUM position timeline

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

GWN SECURITIES INC. held 3,883 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,883 shares
    Change vs previous 13F +995 shares

    0.22% of the 13F portfolio, value $1,331,324.

    13F-HR 0001172661-26-003076 filed by GWN SECURITIES INC.
    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 2,888 shares
    Change vs previous 13F +436 shares

    0.13% of the 13F portfolio, value $693,356.

    13F-HR 0001172661-26-001999 filed by GWN SECURITIES INC.
    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 2,452 shares
    Change vs previous 13F -320 shares

    0.12% of the 13F portfolio, value $613,830.

    13F-HR 0001172661-26-000619 filed by GWN SECURITIES INC.
    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 2,772 shares
    Change vs previous 13F +1,016 shares

    0.17% of the 13F portfolio, value $719,633.

    13F-HR 0001172661-25-004439 filed by GWN SECURITIES INC.
    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 1,756 shares
    Change vs previous 13F -752 shares

    0.08% of the 13F portfolio, value $430,619.

    13F-HR 0001172661-25-002843 filed by GWN SECURITIES INC.
    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 2,508 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $520,345.

    13F-HR 0001172661-25-002180 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

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