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Magnus Financial Group LLC: MTUM position timeline

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

Magnus Financial Group LLC held 6,850 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,850 shares
    Change vs previous 13F +307 shares

    0.17% of the 13F portfolio, value $2,348,418.

    13F-HR 0001951757-26-000961 filed by Magnus Financial Group 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 6,543 shares
    Change vs previous 13F -181 shares

    0.13% of the 13F portfolio, value $1,570,167.

    13F-HR 0001951757-26-000579 filed by Magnus Financial Group 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 6,724 shares
    Change vs previous 13F -3,092 shares

    0.13% of the 13F portfolio, value $1,683,134.

    13F-HR 0001951757-26-000023 filed by Magnus Financial Group 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 9,816 shares
    Change vs previous 13F +4,078 shares

    0.2% of the 13F portfolio, value $2,517,335.

    13F-HR 0001951757-25-001193 filed by Magnus Financial Group 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 5,738 shares
    Change vs previous 13F -344 shares

    0.12% of the 13F portfolio, value $1,379,015.

    13F-HR 0001951757-25-000865 filed by Magnus Financial Group 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 6,082 shares
    Change vs previous 13F -1,025 shares

    0.12% of the 13F portfolio, value $1,229,382.

    13F-HR 0001951757-25-000315 filed by Magnus Financial Group 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 7,107 shares
    Change vs previous 13F +906 shares

    0.14% of the 13F portfolio, value $1,470,620.

    13F-HR 0001951757-25-000069 filed by Magnus Financial Group 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 6,201 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,257,315.

    13F-HR 0001951757-24-001035 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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