Skip to content
Disclosery

Private Advisor Group, LLC: MTUM position timeline

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

Private Advisor Group, LLC held 82,495 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,495 shares
    Change vs previous 13F +4,638 shares

    0.13% of the 13F portfolio, value $28,281,683.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 77,857 shares
    Change vs previous 13F -473 shares

    0.09% of the 13F portfolio, value $18,684,818.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 78,330 shares
    Change vs previous 13F +3,950 shares

    0.09% of the 13F portfolio, value $19,606,840.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 74,380 shares
    Change vs previous 13F -32,865 shares

    0.09% of the 13F portfolio, value $19,074,926.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 107,245 shares
    Change vs previous 13F -4,622 shares

    0.14% of the 13F portfolio, value $25,773,193.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 111,867 shares
    Change vs previous 13F +40,025 shares

    0.14% of the 13F portfolio, value $22,611,680.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 71,842 shares
    Change vs previous 13F +8,721 shares

    0.08% of the 13F portfolio, value $14,865,472.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 63,121 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $12,798,324.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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