NWF Advisory Services Inc.: MTUM position timeline

NWF Advisory Services Inc. held 619 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 619 shares

   Change vs previous 13F +619 shares

   0.02% of the 13F portfolio, value $212,263.

   13F-HR 0002085853-26-000893 filed by NWF Advisory Services Inc.
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -5,427 shares

   13F-HR 0002085853-26-000556 filed by NWF Advisory Services Inc.
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 5,427 shares

   Change vs previous 13F -2,901 shares

   0.15% of the 13F portfolio, value $1,358,432.

   13F-HR 0002085853-26-000290 filed by NWF Advisory Services Inc.
   Filed 2026-03-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-09-30

   13F 8,328 shares

   Change vs previous 13F +7,450 shares

   0.23% of the 13F portfolio, value $2,135,652.

   13F-HR 0002085853-25-000210 filed by NWF Advisory Services Inc.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 878 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $210,888.

   13F-HR 0001667731-25-001273 filed by NWF Advisory Services Inc.
   Filed 2025-09-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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