Skip to content
Disclosery

MA Private Wealth: MTUM position timeline

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

MA Private Wealth held 4,919 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,919 shares
    Change vs previous 13F -43 shares

    0.25% of the 13F portfolio, value $1,686,381.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 4,962 shares
    Change vs previous 13F -905 shares

    0.2% of the 13F portfolio, value $1,190,830.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 5,867 shares
    Change vs previous 13F -1,322 shares

    0.24% of the 13F portfolio, value $1,468,569.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 7,189 shares
    Change vs previous 13F -3,195 shares

    0.31% of the 13F portfolio, value $1,843,619.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 10,384 shares
    Change vs previous 13F -6,586 shares

    0.45% of the 13F portfolio, value $2,495,483.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 16,970 shares
    Change vs previous 13F -1,644 shares

    0.65% of the 13F portfolio, value $3,430,146.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 18,614 shares
    Change vs previous 13F -203 shares

    0.72% of the 13F portfolio, value $3,851,609.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 18,817 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,815,335.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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