Skip to content
Disclosery

PKS Advisory Services, LLC: MTUM position timeline

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

PKS Advisory Services, LLC held 5,102 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,102 shares
    Change vs previous 13F +262 shares

    0.28% of the 13F portfolio, value $1,749,189.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 4,840 shares
    Change vs previous 13F -210 shares

    0.27% of the 13F portfolio, value $1,161,834.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 5,050 shares
    Change vs previous 13F +65 shares

    0.29% of the 13F portfolio, value $1,264,085.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 4,985 shares
    Change vs previous 13F +37 shares

    0.27% of the 13F portfolio, value $1,278,321.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 4,948 shares
    Change vs previous 13F -249 shares

    0.3% of the 13F portfolio, value $1,189,210.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 5,197 shares
    Change vs previous 13F -83 shares

    0.29% of the 13F portfolio, value $1,050,620.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 5,280 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,092,628.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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