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KERR FINANCIAL PLANNING Corp: MTUM position timeline

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

KERR FINANCIAL PLANNING Corp held 1,729 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,729 shares
    Change vs previous 13F +1 shares

    0.66% of the 13F portfolio, value $592,728.

    13F-HR 0002095947-26-000006 filed by KERR FINANCIAL PLANNING Corp
    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/A 1,728 shares
    Change vs previous 13F -26 shares

    0.33% of the 13F portfolio, value $474,302.

    13F-HR/A 0002095947-26-000005 filed by KERR FINANCIAL PLANNING Corp
    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/A 1,754 shares
    Change vs previous 13F +157 shares

    0.58% of the 13F portfolio, value $428,758.

    13F-HR/A 0002095947-26-000003 filed by KERR FINANCIAL PLANNING Corp
    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 1,597 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $392,779.

    13F-HR/A 0002095947-26-000004 filed by KERR FINANCIAL PLANNING Corp
    Filed (acceptance time not in the bulk data set), ingested

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