Orgel Wealth Management, LLC: MTUM position timeline

Orgel Wealth Management, LLC held 672,724 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 672,724 shares

   Change vs previous 13F -10,975 shares

   4.37% of the 13F portfolio, value $230,630,047.

   13F-HR 0001658535-26-000004 filed by Orgel Wealth Management, LLC
   Filed 2026-07-13 (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 683,699 shares

   Change vs previous 13F +7,238 shares

   3.54% of the 13F portfolio, value $164,080,911.

   13F-HR 0001658535-26-000003 filed by Orgel Wealth Management, LLC
   Filed 2026-04-07 (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).

3. period ended2025-12-31

   13F 676,461 shares

   Change vs previous 13F +12,400 shares

   3.74% of the 13F portfolio, value $169,324,907.

   13F-HR 0001658535-26-000001 filed by Orgel Wealth Management, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 664,061 shares

   Change vs previous 13F +4,280 shares

   3.88% of the 13F portfolio, value $170,298,465.

   13F-HR 0001658535-25-000008 filed by Orgel Wealth Management, LLC
   Filed 2025-10-06 (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 659,781 shares

   Change vs previous 13F not available

   3.82% of the 13F portfolio, value $158,558,580.

   13F-HR 0001658535-25-000005 filed by Orgel Wealth Management, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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