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Pettinga Financial Advisors LLC: MTUM position timeline

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

Pettinga Financial Advisors LLC held 13,463 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,463 shares
    Change vs previous 13F -27,921 shares

    0.71% of the 13F portfolio, value $4,272,215.

    13F-HR 0001694592-26-000008 filed by Pettinga Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,384 shares
    Change vs previous 13F -16,805 shares

    2.27% of the 13F portfolio, value $14,187,810.

    13F-HR 0001694592-26-000005 filed by Pettinga Financial Advisors 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 58,189 shares
    Change vs previous 13F +8,556 shares

    2.63% of the 13F portfolio, value $13,964,740.

    13F-HR 0001694592-26-000004 filed by Pettinga Financial Advisors 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 49,633 shares
    Change vs previous 13F +16,977 shares

    2.36% of the 13F portfolio, value $12,423,532.

    13F-HR 0001694592-26-000003 filed by Pettinga Financial Advisors 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 32,656 shares
    Change vs previous 13F +696 shares

    1.63% of the 13F portfolio, value $8,374,582.

    13F-HR 0001694592-25-000003 filed by Pettinga Financial Advisors 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 31,960 shares
    Change vs previous 13F -903 shares

    1.68% of the 13F portfolio, value $7,680,532.

    13F-HR 0001085146-25-004206 filed by Pettinga Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,863 shares
    Change vs previous 13F +913 shares

    1.56% of the 13F portfolio, value $6,642,547.

    13F-HR 0001085146-25-002564 filed by Pettinga Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,950 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $6,611,015.

    13F-HR 0001085146-25-001742 filed by Pettinga Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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