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Perissos Private Wealth Management, LLC: MTUM position timeline

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

Perissos Private Wealth Management, LLC held 2,930 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,930 shares
    Change vs previous 13F +201 shares

    0.68% of the 13F portfolio, value $1,004,328.

    13F-HR 0002023071-26-000003 filed by Perissos Private 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 ended2026-03-31
    13F 2,729 shares
    Change vs previous 13F +1 shares

    0.57% of the 13F portfolio, value $654,920.

    13F-HR 0002023071-26-000002 filed by Perissos Private 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 ended2025-12-31
    13F 2,728 shares
    Change vs previous 13F +1 shares

    0.59% of the 13F portfolio, value $682,960.

    13F-HR 0002023071-26-000001 filed by Perissos Private 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 ended2025-09-30
    13F 2,727 shares
    Change vs previous 13F +1 shares

    0.51% of the 13F portfolio, value $699,343.

    13F-HR 0002023071-25-000006 filed by Perissos Private 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 ended2025-06-30
    13F 2,726 shares
    Change vs previous 13F +1 shares

    0.52% of the 13F portfolio, value $655,051.

    13F-HR 0002023071-25-000004 filed by Perissos Private 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 ended2025-03-31
    13F 2,725 shares
    Change vs previous 13F +2 shares

    0.5% of the 13F portfolio, value $550,733.

    13F-HR 0002023071-25-000002 filed by Perissos Private 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 ended2024-12-31
    13F 2,723 shares
    Change vs previous 13F -90 shares

    0.42% of the 13F portfolio, value $563,507.

    13F-HR 0002023071-25-000001 filed by Perissos Private 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 ended2024-09-30
    13F 2,813 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $570,442.

    13F-HR 0002023071-24-000005 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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