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Disclosery

Nest Investments, LLC: MTUM position timeline

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

Nest Investments, LLC held 7,846 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,846 shares
    Change vs previous 13F +580 shares

    2.04% of the 13F portfolio, value $2,689,972.

    13F-HR 0001420506-26-001788 filed by Nest Investments, 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 7,266 shares
    Change vs previous 13F +1,254 shares

    1.42% of the 13F portfolio, value $1,743,856.

    13F-HR 0001420506-26-001864 filed by Nest Investments, 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 6,012 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,504,959.

    13F-HR 0001420506-26-001862 filed by Nest Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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