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Mullooly Asset Management, Inc.: MTUM position timeline

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

Mullooly Asset Management, Inc. held 134,087 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,087 shares
    Change vs previous 13F -3,506 shares

    14.15% of the 13F portfolio, value $45,972,390.

    13F-HR 0001950591-26-000004 filed by Mullooly Asset Management, Inc.
    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 137,593 shares
    Change vs previous 13F -2,831 shares

    12.19% of the 13F portfolio, value $33,024,413.

    13F-HR 0001950591-26-000003 filed by Mullooly Asset Management, Inc.
    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 140,424 shares
    Change vs previous 13F +2,568 shares

    12.86% of the 13F portfolio, value $35,149,247.

    13F-HR 0001950591-26-000001 filed by Mullooly Asset Management, Inc.
    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 137,856 shares
    Change vs previous 13F +1,594 shares

    13.56% of the 13F portfolio, value $35,353,681.

    13F-HR 0001950591-25-000002 filed by Mullooly Asset Management, Inc.
    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 136,262 shares
    Change vs previous 13F +140 shares

    13.75% of the 13F portfolio, value $32,746,089.

    13F-HR 0001085146-25-004074 filed by Mullooly Asset Management, Inc.
    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/A 136,122 shares
    Change vs previous 13F not available

    12.49% of the 13F portfolio, value $27,513,539.

    13F-HR/A 0001085146-25-003225 filed by Mullooly Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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