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Disclosery

ONE Advisory Partners, LLC: MTUM position timeline

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

ONE Advisory Partners, LLC held 24,987 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,987 shares
    Change vs previous 13F -11,360 shares

    2.33% of the 13F portfolio, value $8,566,173.

    13F-HR 0001819695-26-000009 filed by ONE Advisory 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 36,347 shares
    Change vs previous 13F +1,013 shares

    2.69% of the 13F portfolio, value $8,722,930.

    13F-HR 0001819695-26-000005 filed by ONE Advisory 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 35,334 shares
    Change vs previous 13F +14,626 shares

    2.67% of the 13F portfolio, value $8,844,559.

    13F-HR 0001819695-26-000002 filed by ONE Advisory 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 20,708 shares
    Change vs previous 13F +577 shares

    1.62% of the 13F portfolio, value $5,274,985.

    13F-HR 0001819695-25-000005 filed by ONE Advisory 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 20,131 shares
    Change vs previous 13F +232 shares

    1.62% of the 13F portfolio, value $4,838,756.

    13F-HR 0001085146-25-004169 filed by ONE Advisory 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 19,899 shares
    Change vs previous 13F +668 shares

    1.72% of the 13F portfolio, value $4,022,246.

    13F-HR 0001085146-25-002074 filed by ONE Advisory 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 19,231 shares
    Change vs previous 13F +17,965 shares

    1.77% of the 13F portfolio, value $3,979,349.

    13F-HR 0001085146-25-000340 filed by ONE Advisory 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 1,266 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $256,694.

    13F-HR 0001085146-24-004977 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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