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Disclosery

Keebeck Wealth Management: MTUM position timeline

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

Keebeck Wealth Management held 12,070 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,070 shares
    Change vs previous 13F -7,962 shares

    0.4% of the 13F portfolio, value $4,137,958.

    13F-HR 0001172661-26-003296 filed by Keebeck Wealth Management
    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 20,032 shares
    Change vs previous 13F +2,555 shares

    0.54% of the 13F portfolio, value $4,807,480.

    13F-HR 0001172661-26-001942 filed by Keebeck Wealth Management
    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 17,477 shares
    Change vs previous 13F +7,523 shares

    0.5% of the 13F portfolio, value $4,374,668.

    13F-HR 0001172661-26-000927 filed by Keebeck Wealth Management
    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 9,954 shares
    Change vs previous 13F -1,725 shares

    0.3% of the 13F portfolio, value $2,552,703.

    13F-HR 0001172661-25-004934 filed by Keebeck Wealth Management
    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 11,679 shares
    Change vs previous 13F -2,090 shares

    0.37% of the 13F portfolio, value $2,806,697.

    13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
    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 13,769 shares
    Change vs previous 13F +2,668 shares

    0.41% of the 13F portfolio, value $2,783,128.

    13F-HR 0001172661-25-001975 filed by Keebeck Wealth Management
    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 11,101 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,297,019.

    13F-HR 0001172661-25-000854 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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