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Disclosery

Opes Wealth Management LLC: MTUM position timeline

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

Opes Wealth Management LLC held 43,877 MTUM shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 43,877 shares
    Change vs previous 13F -155 shares

    1.8% of the 13F portfolio, value $10,530,018.

    13F-HR 0001766918-26-000002 filed by Opes Wealth 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 ended2025-12-31
    13F 44,032 shares
    Change vs previous 13F +228 shares

    1.87% of the 13F portfolio, value $11,021,626.

    13F-HR 0001766918-26-000001 filed by Opes Wealth 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 ended2025-09-30
    13F 43,804 shares
    Change vs previous 13F -277 shares

    1.98% of the 13F portfolio, value $11,233,511.

    13F-HR 0001766918-25-000003 filed by Opes Wealth 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 ended2025-06-30
    13F 44,081 shares
    Change vs previous 13F +1,442 shares

    1.88% of the 13F portfolio, value $10,593,523.

    13F-HR 0001085146-25-004343 filed by Opes Wealth 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 ended2025-03-31
    13F 42,639 shares
    Change vs previous 13F +1,369 shares

    1.74% of the 13F portfolio, value $8,618,602.

    13F-HR 0001085146-25-002635 filed by Opes Wealth 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 ended2024-12-31
    13F 41,270 shares
    Change vs previous 13F -221 shares

    1.75% of the 13F portfolio, value $8,539,569.

    13F-HR 0001085146-25-000651 filed by Opes Wealth 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 ended2024-09-30
    13F 41,491 shares
    Change vs previous 13F -591 shares

    1.62% of the 13F portfolio, value $8,412,696.

    13F-HR 0001085146-24-005217 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 42,082 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $8,200,600.

    13F-HR 0001085146-24-003505 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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