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Disclosery

Kathmere Capital Management, LLC: MTUM position timeline

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

Kathmere Capital Management, LLC held 181,563 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,563 shares
    Change vs previous 13F +755 shares

    3.31% of the 13F portfolio, value $62,245,142.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 180,808 shares
    Change vs previous 13F +4,911 shares

    2.69% of the 13F portfolio, value $43,392,150.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 175,897 shares
    Change vs previous 13F +5,057 shares

    2.97% of the 13F portfolio, value $44,028,779.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 170,840 shares
    Change vs previous 13F -5,029 shares

    3.11% of the 13F portfolio, value $43,811,800.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital 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 175,869 shares
    Change vs previous 13F -4,066 shares

    3.26% of the 13F portfolio, value $42,264,870.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital 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 179,935 shares
    Change vs previous 13F -1,595 shares

    3.09% of the 13F portfolio, value $36,370,216.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital 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 181,530 shares
    Change vs previous 13F -1,806 shares

    3.37% of the 13F portfolio, value $37,562,256.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital 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 183,336 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $37,173,143.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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