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Disclosery

Owen LaRue, LLC: MTUM position timeline

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

Owen LaRue, LLC held 2,042 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,042 shares
    Change vs previous 13F +13 shares

    0.24% of the 13F portfolio, value $700,076.

    13F-HR 0001965328-26-000008 filed by Owen LaRue, 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 2,029 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $487,039.

    13F-HR 0001965328-26-000002 filed by Owen LaRue, 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 2,029 shares
    Change vs previous 13F +18 shares

    0.19% of the 13F portfolio, value $507,830.

    13F-HR 0001965328-26-000001 filed by Owen LaRue, 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 2,011 shares
    Change vs previous 13F +52 shares

    0.2% of the 13F portfolio, value $515,686.

    13F-HR 0001965328-25-000004 filed by Owen LaRue, 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 1,959 shares
    Change vs previous 13F +28 shares

    0.2% of the 13F portfolio, value $470,670.

    13F-HR 0001965328-25-000002 filed by Owen LaRue, 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 1,931 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $390,350.

    13F-HR 0001965796-25-000003 filed by Owen LaRue, 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 1,929 shares
    Change vs previous 13F +179 shares

    0.21% of the 13F portfolio, value $399,177.

    13F-HR 0002056315-25-000006 filed by Owen LaRue, 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 1,750 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $354,927.

    13F-HR 0001965796-24-000009 filed by Owen LaRue, LLC
    Filed (acceptance time not in the bulk data set), ingested

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