Skip to content
Disclosery

LPL Financial LLC: MTUM position timeline

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

LPL Financial LLC held 3,371,900 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 3,371,900 shares
    Change vs previous 13F +5,530 shares

    0.26% of the 13F portfolio, value $1,155,988,416.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 3,366,370 shares
    Change vs previous 13F +74,513 shares

    0.21% of the 13F portfolio, value $807,895,044.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 3,291,857 shares
    Change vs previous 13F +652,414 shares

    0.23% of the 13F portfolio, value $823,984,658.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 2,639,443 shares
    Change vs previous 13F +337,340 shares

    0.2% of the 13F portfolio, value $676,885,126.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 2,302,103 shares
    Change vs previous 13F +341,993 shares

    0.18% of the 13F portfolio, value $553,241,289.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 1,960,110 shares
    Change vs previous 13F +5,473 shares

    0.15% of the 13F portfolio, value $396,197,116.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 1,954,637 shares
    Change vs previous 13F +1,334,851 shares

    0.16% of the 13F portfolio, value $404,453,520.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 619,786 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $125,667,830.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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