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Disclosery

NorthRock Partners, LLC: MTUM position timeline

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

NorthRock Partners, LLC held 56,748 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,748 shares
    Change vs previous 13F -5,681 shares

    0.28% of the 13F portfolio, value $19,454,970.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 62,429 shares
    Change vs previous 13F +4,717 shares

    0.24% of the 13F portfolio, value $14,982,518.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 57,712 shares
    Change vs previous 13F +21,672 shares

    0.24% of the 13F portfolio, value $14,445,963.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 36,040 shares
    Change vs previous 13F +33,485 shares

    0.17% of the 13F portfolio, value $9,242,480.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 2,555 shares
    Change vs previous 13F +648 shares

    0.02% of the 13F portfolio, value $614,018.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 1,907 shares
    Change vs previous 13F +1,789 shares

    0.01% of the 13F portfolio, value $385,462.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 118 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $24,417.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,139.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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