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Disclosery

Legacy Edge Advisors, LLC: MTUM position timeline

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

Legacy Edge Advisors, LLC held 1,126 MTUM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,126 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $386,027.

    13F-HR/A 0002105396-26-000004 filed by Legacy Edge Advisors, 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 1,120 shares
    Change vs previous 13F +208 shares

    0.03% of the 13F portfolio, value $268,789.

    13F-HR 0002105396-26-000002 filed by Legacy Edge Advisors, 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 912 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $228,283.

    13F-HR 0002105396-26-000001 filed by Legacy Edge Advisors, 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 913 shares
    Change vs previous 13F +913 shares

    0.03% of the 13F portfolio, value $234,139.

    13F-HR 0002105396-26-000013 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,025 shares

    13F-HR 0002105396-26-000010 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,025 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $213,087.

    13F-HR 0002105396-26-000006 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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