Skip to content
Disclosery

ONE WEALTH CAPITAL MANAGEMENT, LLC: MTUM position timeline

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

ONE WEALTH CAPITAL MANAGEMENT, LLC held 9,649 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,649 shares
    Change vs previous 13F -1,408 shares

    0.94% of the 13F portfolio, value $3,307,967.

    13F-HR 0002050308-26-000003 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 11,057 shares
    Change vs previous 13F +31 shares

    1.33% of the 13F portfolio, value $3,054,054.

    13F-HR 0002050308-26-000002 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 11,026 shares
    Change vs previous 13F +3,695 shares

    1.18% of the 13F portfolio, value $2,759,918.

    13F-HR 0002050308-26-000001 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 7,331 shares
    Change vs previous 13F -6 shares

    0.84% of the 13F portfolio, value $1,880,035.

    13F-HR 0002050308-25-000008 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 7,337 shares
    Change vs previous 13F -83 shares

    0.83% of the 13F portfolio, value $1,763,228.

    13F-HR 0002050308-25-000003 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 7,420 shares
    Change vs previous 13F +1,339 shares

    0.8% of the 13F portfolio, value $1,499,805.

    13F-HR 0002050308-25-000002 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 6,081 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,258,281.

    13F-HR 0002050308-25-000001 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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