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Journey Advisory Group, LLC: MTUM position timeline

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

Journey Advisory Group, LLC held 108,657 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,657 shares
    Change vs previous 13F +47,070 shares

    2.85% of the 13F portfolio, value $37,250,917.

    13F-HR 0001765380-26-000267 filed by Journey Advisory Group, 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 61,587 shares
    Change vs previous 13F -2,612 shares

    1.27% of the 13F portfolio, value $14,780,264.

    13F-HR 0001765380-26-000165 filed by Journey Advisory Group, 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 64,199 shares
    Change vs previous 13F -912 shares

    1.35% of the 13F portfolio, value $16,069,536.

    13F-HR 0001765380-26-000040 filed by Journey Advisory Group, 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 65,111 shares
    Change vs previous 13F -1,049 shares

    1.24% of the 13F portfolio, value $16,697,790.

    13F-HR 0001765380-25-000453 filed by Journey Advisory Group, 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 66,160 shares
    Change vs previous 13F -4,400 shares

    1.24% of the 13F portfolio, value $15,899,641.

    13F-HR 0001765380-25-000270 filed by Journey Advisory Group, 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 70,560 shares
    Change vs previous 13F -13,648 shares

    1.17% of the 13F portfolio, value $14,262,351.

    13F-HR 0001765380-25-000221 filed by Journey Advisory Group, 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 84,208 shares
    Change vs previous 13F 0 shares

    1.96% of the 13F portfolio, value $16,409,650.

    13F-HR 0001765380-25-000042 filed by Journey Advisory Group, 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 84,208 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $16,409,650.

    13F-HR 0001765380-24-000446 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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