Skip to content
Disclosery

Lloyd Advisory Services, LLC.: MTUM position timeline

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

Lloyd Advisory Services, LLC. held 7,755 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,755 shares
    Change vs previous 13F +7,421 shares

    1.03% of the 13F portfolio, value $2,658,691.

    13F-HR 0001802474-26-000003 filed by Lloyd Advisory Services, 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 334 shares
    Change vs previous 13F -1,543 shares

    0.02% of the 13F portfolio, value $80,206.

    13F-HR 0001802474-26-000002 filed by Lloyd Advisory Services, 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 1,877 shares
    Change vs previous 13F +626 shares

    0.18% of the 13F portfolio, value $469,811.

    13F-HR 0001802474-26-000001 filed by Lloyd Advisory Services, 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 1,251 shares
    Change vs previous 13F -6,642 shares

    0.15% of the 13F portfolio, value $320,460.

    13F-HR 0001802474-25-000006 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,893 shares
    Change vs previous 13F -511 shares

    0.92% of the 13F portfolio, value $1,897,114.

    13F-HR 0001802474-25-000003 filed by Lloyd Advisory Services, LLC.
    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 8,404 shares
    Change vs previous 13F +7,048 shares

    0.85% of the 13F portfolio, value $1,698,828.

    13F-HR 0001904664-25-000002 filed by Lloyd Advisory Services, LLC.
    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 1,356 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $280,468.

    13F-HR 0001802474-25-000001 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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