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Disclosery

Haverford Trust Co: MTUM position timeline

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

Haverford Trust Co held 32,351 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,351 shares
    Change vs previous 13F +3,379 shares

    0.1% of the 13F portfolio, value $11,090,893.

    13F-HR 0001104659-26-095022 filed by Haverford Trust Co
    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 28,972 shares
    Change vs previous 13F +3,437 shares

    0.06% of the 13F portfolio, value $6,952,990.

    13F-HR 0001104659-26-058513 filed by Haverford Trust Co
    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 25,535 shares
    Change vs previous 13F -28 shares

    0.06% of the 13F portfolio, value $6,391,666.

    13F-HR 0001104659-26-014822 filed by Haverford Trust Co
    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 25,563 shares
    Change vs previous 13F +202 shares

    0.06% of the 13F portfolio, value $6,555,631.

    13F-HR 0001104659-25-112200 filed by Haverford Trust Co
    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 25,361 shares
    Change vs previous 13F +924 shares

    0.06% of the 13F portfolio, value $6,094,756.

    13F-HR 0001104659-25-077549 filed by Haverford Trust Co
    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 24,437 shares
    Change vs previous 13F +1,398 shares

    0.05% of the 13F portfolio, value $4,939,451.

    13F-HR 0001104659-25-048427 filed by Haverford Trust Co
    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 23,039 shares
    Change vs previous 13F -3,844 shares

    0.05% of the 13F portfolio, value $4,767,230.

    13F-HR 0001104659-25-011475 filed by Haverford Trust Co
    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 26,883 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,450,797.

    13F-HR 0001104659-24-114296 filed by Haverford Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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