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Private Advisory Group LLC: MTUM position timeline

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

Private Advisory Group LLC held 4,874 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,874 shares
    Change vs previous 13F +1,141 shares

    0.09% of the 13F portfolio, value $1,670,790.

    13F-HR 0001632965-26-000005 filed by Private Advisory 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 3,733 shares
    Change vs previous 13F +229 shares

    0.06% of the 13F portfolio, value $895,883.

    13F-HR 0001632965-26-000003 filed by Private Advisory 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 3,504 shares
    Change vs previous 13F -4,632 shares

    0.07% of the 13F portfolio, value $877,086.

    13F-HR 0001632965-26-000002 filed by Private Advisory 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 8,136 shares
    Change vs previous 13F +1,945 shares

    0.18% of the 13F portfolio, value $2,086,477.

    13F-HR 0001632965-25-000009 filed by Private Advisory 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 6,191 shares
    Change vs previous 13F +1,661 shares

    0.14% of the 13F portfolio, value $1,487,821.

    13F-HR 0001632965-25-000008 filed by Private Advisory 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 4,530 shares
    Change vs previous 13F +57 shares

    0.1% of the 13F portfolio, value $915,649.

    13F-HR 0001632965-25-000005 filed by Private Advisory 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/A 4,473 shares
    Change vs previous 13F +3,094 shares

    0.1% of the 13F portfolio, value $925,553.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory 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 1,379 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $279,606.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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