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McNaughton Wealth Management, LLC: MTUM position timeline

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

McNaughton Wealth Management, LLC held 5,904 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,904 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,873,575.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,904 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $2,024,068.

    13F-HR 0001802691-26-000004 filed by McNaughton 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 ended2026-03-31
    13F 5,904 shares
    Change vs previous 13F -287 shares

    0.59% of the 13F portfolio, value $1,416,901.

    13F-HR 0001802691-26-000002 filed by McNaughton 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 ended2025-12-31
    13F 6,191 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,549,669.

    13F-HR 0001802691-26-000001 filed by McNaughton 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 ended2025-09-30
    13F 6,191 shares
    Change vs previous 13F -53 shares

    0.67% of the 13F portfolio, value $1,587,682.

    13F-HR 0001085146-25-005827 filed by McNaughton 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 ended2025-06-30
    13F 6,244 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,500,558.

    13F-HR 0001085146-25-004023 filed by McNaughton 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 ended2025-03-31
    13F 6,244 shares
    Change vs previous 13F -24 shares

    0.61% of the 13F portfolio, value $1,262,100.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,268 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,296,975.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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