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Disclosery

LifeSteps Financial, Inc.: MTUM position timeline

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

LifeSteps Financial, Inc. held 1,677 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,677 shares
    Change vs previous 13F +46 shares

    0.25% of the 13F portfolio, value $532,313.

    13F-HR 0001801373-26-000005 filed by LifeSteps Financial, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,631 shares
    Change vs previous 13F -10 shares

    0.26% of the 13F portfolio, value $559,236.

    13F-HR 0001801373-26-000003 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,641 shares
    Change vs previous 13F -1 shares

    0.25% of the 13F portfolio, value $393,824.

    13F-HR 0001801373-26-000002 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,642 shares
    Change vs previous 13F -278 shares

    0.26% of the 13F portfolio, value $411,009.

    13F-HR 0001801373-26-000001 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,920 shares
    Change vs previous 13F +44 shares

    0.32% of the 13F portfolio, value $492,384.

    13F-HR 0001801373-25-000006 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,876 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $450,840.

    13F-HR 0001801373-25-000004 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,876 shares
    Change vs previous 13F -166 shares

    0.31% of the 13F portfolio, value $379,196.

    13F-HR 0001801373-25-000003 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,042 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $422,531.

    13F-HR 0001801373-25-000001 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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