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Horst & Graben Wealth Management LLC: MTUM position timeline

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

Horst & Graben Wealth Management LLC held 13,471 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,471 shares
    Change vs previous 13F -1,295 shares

    0.58% of the 13F portfolio, value $4,419,845.

    13F-HR 0001754960-26-000604 filed by Horst & Graben Wealth Management 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 14,766 shares
    Change vs previous 13F +402 shares

    0.57% of the 13F portfolio, value $4,145,635.

    13F-HR 0001754960-26-000341 filed by Horst & Graben Wealth Management 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 14,364 shares
    Change vs previous 13F +3,651 shares

    0.54% of the 13F portfolio, value $3,595,455.

    13F-HR 0001754960-26-000124 filed by Horst & Graben Wealth Management 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 10,713 shares
    Change vs previous 13F -179 shares

    0.42% of the 13F portfolio, value $2,747,464.

    13F-HR 0001754960-25-000676 filed by Horst & Graben Wealth Management 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 10,892 shares
    Change vs previous 13F +2,569 shares

    0.43% of the 13F portfolio, value $2,617,641.

    13F-HR 0001754960-25-000489 filed by Horst & Graben Wealth Management 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 8,323 shares
    Change vs previous 13F -569 shares

    0.3% of the 13F portfolio, value $1,682,396.

    13F-HR 0001754960-25-000263 filed by Horst & Graben Wealth Management 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 8,892 shares
    Change vs previous 13F +7,699 shares

    0.33% of the 13F portfolio, value $1,839,959.

    13F-HR 0001754960-25-000069 filed by Horst & Graben Wealth Management 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 1,193 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $241,865.

    13F-HR 0001754960-24-000525 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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