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Disclosery

Planned Solutions, Inc.: MTUM position timeline

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

Planned Solutions, Inc. held 5,119 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,119 shares
    Change vs previous 13F +9 shares

    0.5% of the 13F portfolio, value $1,755,048.

    13F-HR 0001831332-26-000003 filed by Planned Solutions, Inc.
    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 5,110 shares
    Change vs previous 13F +1 shares

    0.4% of the 13F portfolio, value $1,226,312.

    13F-HR 0001831332-26-000002 filed by Planned Solutions, Inc.
    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 5,109 shares
    Change vs previous 13F +1 shares

    0.41% of the 13F portfolio, value $1,278,949.

    13F-HR 0001831332-26-000001 filed by Planned Solutions, Inc.
    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 5,108 shares
    Change vs previous 13F +1 shares

    0.45% of the 13F portfolio, value $1,310,029.

    13F-HR 0001831332-25-000007 filed by Planned Solutions, Inc.
    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 5,107 shares
    Change vs previous 13F -338 shares

    0.47% of the 13F portfolio, value $1,227,392.

    13F-HR 0001831332-25-000004 filed by Planned Solutions, Inc.
    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 5,445 shares
    Change vs previous 13F +91 shares

    0.45% of the 13F portfolio, value $1,100,691.

    13F-HR 0001831332-25-000003 filed by Planned Solutions, Inc.
    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 5,354 shares
    Change vs previous 13F +1 shares

    0.45% of the 13F portfolio, value $1,107,934.

    13F-HR 0001831332-25-000002 filed by Planned Solutions, Inc.
    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 5,353 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,085,353.

    13F-HR 0001831332-24-000007 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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