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Disclosery

Prospera Financial Services Inc: MTUM position timeline

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

Prospera Financial Services Inc held 8,483 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,483 shares
    Change vs previous 13F +4,931 shares

    0.04% of the 13F portfolio, value $2,909,985.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services 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 3,552 shares
    Change vs previous 13F -137 shares

    0.01% of the 13F portfolio, value $853,695.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services 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 3,689 shares
    Change vs previous 13F +285 shares

    0.02% of the 13F portfolio, value $925,005.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services 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 3,404 shares
    Change vs previous 13F -11,180 shares

    0.01% of the 13F portfolio, value $874,410.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services 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 14,584 shares
    Change vs previous 13F +2,936 shares

    0.07% of the 13F portfolio, value $3,505,960.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services 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 11,648 shares
    Change vs previous 13F +10,467 shares

    0.05% of the 13F portfolio, value $2,354,886.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services 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 1,181 shares
    Change vs previous 13F -274 shares

    0.01% of the 13F portfolio, value $244,969.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services 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 1,455 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $295,603.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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