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Disclosery

Maridea Wealth Management LLC: MTUM position timeline

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

Maridea Wealth Management LLC held 5,051 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,051 shares
    Change vs previous 13F -533 shares

    0.19% of the 13F portfolio, value $1,731,514.

    13F-HR 0001951757-26-001115 filed by Maridea Wealth Management 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 5,584 shares
    Change vs previous 13F -1,361 shares

    0.2% of the 13F portfolio, value $1,340,090.

    13F-HR 0001951757-26-000680 filed by Maridea Wealth Management 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 6,945 shares
    Change vs previous 13F -467 shares

    0.26% of the 13F portfolio, value $1,738,388.

    13F-HR 0001951757-26-000036 filed by Maridea Wealth Management 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 7,412 shares
    Change vs previous 13F +124 shares

    0.29% of the 13F portfolio, value $1,884,263.

    13F-HR 0001951757-25-001342 filed by Maridea Wealth Management 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 7,288 shares
    Change vs previous 13F +5,603 shares

    0.46% of the 13F portfolio, value $1,751,438.

    13F-HR 0001951757-25-000866 filed by Maridea Wealth Management 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 1,685 shares
    Change vs previous 13F +669 shares

    0.11% of the 13F portfolio, value $340,577.

    13F-HR 0001951757-25-000523 filed by Maridea Wealth Management 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 1,016 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $210,231.

    13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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