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McCartney Wealth Management LLC: MTUM position timeline

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

McCartney Wealth Management LLC held 6,073 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,073 shares
    Change vs previous 13F +18 shares

    1.58% of the 13F portfolio, value $2,082,007.

    13F-HR 0002110693-26-000003 filed by McCartney 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 6,055 shares
    Change vs previous 13F +22 shares

    1.22% of the 13F portfolio, value $1,453,139.

    13F-HR 0002110693-26-000002 filed by McCartney 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 6,033 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,510,120.

    13F-HR 0002110693-26-000001 filed by McCartney Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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