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Hoxton Planning & Management, LLC: MTUM position timeline

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

Hoxton Planning & Management, LLC held 8,222 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,222 shares
    Change vs previous 13F -1,281 shares

    0.74% of the 13F portfolio, value $2,818,722.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & 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 9,503 shares
    Change vs previous 13F +480 shares

    0.68% of the 13F portfolio, value $2,280,627.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 9,023 shares
    Change vs previous 13F +3,391 shares

    0.68% of the 13F portfolio, value $2,258,503.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & 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 5,632 shares
    Change vs previous 13F +486 shares

    0.46% of the 13F portfolio, value $1,444,394.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & 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 5,146 shares
    Change vs previous 13F +365 shares

    0.43% of the 13F portfolio, value $1,236,685.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & 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 4,781 shares
    Change vs previous 13F -1,026 shares

    0.37% of the 13F portfolio, value $966,335.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & 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 5,807 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,201,676.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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