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PFG Advisors: MTUM position timeline

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

PFG Advisors held 4,228 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,228 shares
    Change vs previous 13F -854 shares

    0.07% of the 13F portfolio, value $1,449,504.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 5,082 shares
    Change vs previous 13F +338 shares

    0.06% of the 13F portfolio, value $1,219,678.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 4,744 shares
    Change vs previous 13F -842 shares

    0.06% of the 13F portfolio, value $1,187,426.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 5,586 shares
    Change vs previous 13F -253 shares

    0.06% of the 13F portfolio, value $1,432,601.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 5,839 shares
    Change vs previous 13F +536 shares

    0.06% of the 13F portfolio, value $1,403,246.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 5,303 shares
    Change vs previous 13F +162 shares

    0.06% of the 13F portfolio, value $1,071,900.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 5,141 shares
    Change vs previous 13F -192 shares

    0.07% of the 13F portfolio, value $1,063,721.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 5,333 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,081,307.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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