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Disclosery

Mendel Money Management: MTUM position timeline

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

Mendel Money Management held 0 MTUM shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,536 shares

    13F-HR 0001600585-25-000005 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 1,536 shares
    Change vs previous 13F -134 shares

    0.16% of the 13F portfolio, value $369,132.

    13F-HR 0001085146-25-004446 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,670 shares
    Change vs previous 13F -65 shares

    0.16% of the 13F portfolio, value $337,557.

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,735 shares
    Change vs previous 13F -77 shares

    0.16% of the 13F portfolio, value $359,006.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,812 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $367,401.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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