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Disclosery

MAI Capital Management: MTUM position timeline

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

MAI Capital Management held 10,654 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,654 shares
    Change vs previous 13F +331 shares

    0.01% of the 13F portfolio, value $3,652,396.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 10,323 shares
    Change vs previous 13F -224 shares

    0.01% of the 13F portfolio, value $2,477,379.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 10,547 shares
    Change vs previous 13F -65 shares

    0.02% of the 13F portfolio, value $2,640,138.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 10,612 shares
    Change vs previous 13F +158 shares

    0.02% of the 13F portfolio, value $2,721,451.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 10,454 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $2,512,308.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 10,383 shares
    Change vs previous 13F -742 shares

    0.02% of the 13F portfolio, value $2,098,698.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 11,125 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $2,301,912.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 11,191 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,269,093.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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