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Disclosery

Meredith Wealth Planning: MTUM position timeline

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

Meredith Wealth Planning held 38,700 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 38,700 shares
    Change vs previous 13F +25 shares

    3.13% of the 13F portfolio, value $13,267,353.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    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 38,675 shares
    Change vs previous 13F -46,373 shares

    2.51% of the 13F portfolio, value $9,281,653.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    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 85,048 shares
    Change vs previous 13F -386 shares

    6.34% of the 13F portfolio, value $21,288,433.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    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 85,434 shares
    Change vs previous 13F -1,717 shares

    6.94% of the 13F portfolio, value $21,909,422.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    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 87,151 shares
    Change vs previous 13F +4,137 shares

    7.61% of the 13F portfolio, value $20,944,027.

    13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
    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 83,014 shares
    Change vs previous 13F -2,049 shares

    7.4% of the 13F portfolio, value $16,779,576.

    13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
    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 85,063 shares
    Change vs previous 13F -150 shares

    7.85% of the 13F portfolio, value $17,601,334.

    13F-HR 0001956471-25-000001 filed by Meredith Wealth Planning
    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 85,213 shares
    Change vs previous 13F not available

    8.25% of the 13F portfolio, value $17,277,736.

    13F-HR 0001956471-24-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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