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Disclosery

NewEdge Advisors, LLC: MTUM position timeline

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

NewEdge Advisors, LLC held 317,902 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,902 shares
    Change vs previous 13F -80,871 shares

    0.32% of the 13F portfolio, value $108,986,182.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 398,773 shares
    Change vs previous 13F +22,679 shares

    0.35% of the 13F portfolio, value $95,701,756.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 376,094 shares
    Change vs previous 13F +155,943 shares

    0.34% of the 13F portfolio, value $94,140,252.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 220,151 shares
    Change vs previous 13F +7,720 shares

    0.26% of the 13F portfolio, value $56,457,566.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 212,431 shares
    Change vs previous 13F -2,565 shares

    0.26% of the 13F portfolio, value $51,051,213.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 214,996 shares
    Change vs previous 13F +33,056 shares

    0.26% of the 13F portfolio, value $43,456,970.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    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 181,940 shares
    Change vs previous 13F +163,437 shares

    0.23% of the 13F portfolio, value $37,647,016.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,503 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,751,704.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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