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Patriot Financial Group Insurance Agency, LLC: MTUM position timeline

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

Patriot Financial Group Insurance Agency, LLC held 5,737 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,737 shares
    Change vs previous 13F -572 shares

    0.17% of the 13F portfolio, value $1,820,675.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,309 shares
    Change vs previous 13F -6,459 shares

    0.22% of the 13F portfolio, value $2,163,082.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,768 shares
    Change vs previous 13F +6,388 shares

    0.17% of the 13F portfolio, value $3,064,300.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,380 shares
    Change vs previous 13F +5,555 shares

    0.19% of the 13F portfolio, value $1,596,978.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 825 shares
    Change vs previous 13F -275 shares

    0.03% of the 13F portfolio, value $211,571.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,100 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $264,352.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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