Skip to content
Disclosery

Invst, LLC: MTUM position timeline

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

Invst, LLC held 81,852 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,852 shares
    Change vs previous 13F +54,596 shares

    2.74% of the 13F portfolio, value $28,061,226.

    13F-HR 0001867587-26-000005 filed by Invst, 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 27,256 shares
    Change vs previous 13F -1,332 shares

    0.74% of the 13F portfolio, value $6,541,055.

    13F-HR 0001867587-26-000004 filed by Invst, 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 28,588 shares
    Change vs previous 13F -58,355 shares

    0.78% of the 13F portfolio, value $7,155,973.

    13F-HR 0001867587-26-000002 filed by Invst, 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 86,943 shares
    Change vs previous 13F +5,219 shares

    2.53% of the 13F portfolio, value $22,296,632.

    13F-HR 0001867587-26-000001 filed by Invst, 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 81,724 shares
    Change vs previous 13F -21,298 shares

    2.45% of the 13F portfolio, value $19,639,957.

    13F-HR 0001867587-25-000005 filed by Invst, 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 103,022 shares
    Change vs previous 13F -30,392 shares

    2.84% of the 13F portfolio, value $20,823,840.

    13F-HR 0001867587-25-000003 filed by Invst, 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 133,414 shares
    Change vs previous 13F +24,414 shares

    3.36% of the 13F portfolio, value $27,606,025.

    13F-HR 0001867587-25-000002 filed by Invst, 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 109,000 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $22,100,840.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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