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IFP Advisors, Inc: MTUM position timeline

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

IFP Advisors, Inc held 31,818 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,818 shares
    Change vs previous 13F +14,085 shares

    0.2% of the 13F portfolio, value $10,908,165.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, 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 17,733 shares
    Change vs previous 13F -1,099 shares

    0.09% of the 13F portfolio, value $4,255,743.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, 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 18,832 shares
    Change vs previous 13F -594 shares

    0.11% of the 13F portfolio, value $4,713,838.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, 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/A 19,426 shares
    Change vs previous 13F -1,332 shares

    0.13% of the 13F portfolio, value $4,981,798.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, 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 20,758 shares
    Change vs previous 13F -27,608 shares

    0.14% of the 13F portfolio, value $4,989,332.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, 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 48,366 shares
    Change vs previous 13F +35,001 shares

    0.3% of the 13F portfolio, value $9,776,337.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 13,365 shares
    Change vs previous 13F +2,714 shares

    0.09% of the 13F portfolio, value $2,766,125.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 10,651 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,159,741.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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