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Polaris Investment Advisors, LLC: MTUM position timeline

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

Polaris Investment Advisors, LLC held 11,885 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,885 shares
    Change vs previous 13F -1,904 shares

    2.61% of the 13F portfolio, value $4,074,391.

    13F-HR 0001951757-26-000960 filed by Polaris Investment Advisors, 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 13,789 shares
    Change vs previous 13F +1,072 shares

    2.41% of the 13F portfolio, value $3,309,316.

    13F-HR 0001951757-26-000669 filed by Polaris Investment 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 ended2025-12-31
    13F 12,717 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $3,183,240.

    13F-HR 0001951757-26-000148 filed by Polaris Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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