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Disclosery

Lee Financial Co: MTUM position timeline

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

Lee Financial Co held 2,667 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,667 shares
    Change vs previous 13F -27 shares

    0.12% of the 13F portfolio, value $914,328.

    13F-HR 0001172661-26-002746 filed by Lee Financial Co
    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 2,694 shares
    Change vs previous 13F -343 shares

    0.09% of the 13F portfolio, value $646,534.

    13F-HR 0001172661-26-001475 filed by Lee Financial Co
    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 3,037 shares
    Change vs previous 13F -515 shares

    0.1% of the 13F portfolio, value $760,192.

    13F-HR 0001172661-26-000266 filed by Lee Financial Co
    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 3,552 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $910,911.

    13F-HR 0001172661-25-004563 filed by Lee Financial Co
    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 3,552 shares
    Change vs previous 13F -300 shares

    0.12% of the 13F portfolio, value $853,617.

    13F-HR 0001172661-25-002696 filed by Lee Financial Co
    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 3,852 shares
    Change vs previous 13F -190 shares

    0.12% of the 13F portfolio, value $778,605.

    13F-HR 0001172661-25-001751 filed by Lee Financial Co
    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 4,042 shares
    Change vs previous 13F -200 shares

    0.12% of the 13F portfolio, value $836,371.

    13F-HR 0001172661-25-000432 filed by Lee Financial Co
    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 4,242 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $860,108.

    13F-HR 0001172661-24-004964 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

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