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MARINO, STRAM & ASSOCIATES LLC: MTUM position timeline

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

MARINO, STRAM & ASSOCIATES LLC held 6,773 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,773 shares
    Change vs previous 13F +139 shares

    0.37% of the 13F portfolio, value $2,322,086.

    13F-HR 0001951757-26-001048 filed by MARINO, STRAM & ASSOCIATES 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 6,634 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $1,592,082.

    13F-HR 0001951757-26-000754 filed by MARINO, STRAM & ASSOCIATES 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 6,633 shares
    Change vs previous 13F -59 shares

    0.3% of the 13F portfolio, value $1,660,201.

    13F-HR 0001951757-26-000205 filed by MARINO, STRAM & ASSOCIATES 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 6,692 shares
    Change vs previous 13F +9 shares

    0.31% of the 13F portfolio, value $1,716,065.

    13F-HR 0001951757-25-001240 filed by MARINO, STRAM & ASSOCIATES 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 6,683 shares
    Change vs previous 13F +240 shares

    0.32% of the 13F portfolio, value $1,606,008.

    13F-HR 0001951757-25-000895 filed by MARINO, STRAM & ASSOCIATES 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 6,443 shares
    Change vs previous 13F +189 shares

    0.29% of the 13F portfolio, value $1,302,339.

    13F-HR 0001951757-25-000382 filed by MARINO, STRAM & ASSOCIATES 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 6,254 shares
    Change vs previous 13F +536 shares

    0.29% of the 13F portfolio, value $1,294,107.

    13F-HR 0001951757-25-000070 filed by MARINO, STRAM & ASSOCIATES 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 5,718 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,159,429.

    13F-HR 0001951757-24-001091 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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