Skip to content
Disclosery

RCS Financial Planning, LLC: MTUM position timeline

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

RCS Financial Planning, LLC held 939 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 939 shares
    Change vs previous 13F -222 shares

    0.15% of the 13F portfolio, value $321,917.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, 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 1,161 shares
    Change vs previous 13F -5,323 shares

    0.14% of the 13F portfolio, value $278,628.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, 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 6,484 shares
    Change vs previous 13F +2,303 shares

    0.7% of the 13F portfolio, value $1,623,073.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, 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 4,181 shares
    Change vs previous 13F +356 shares

    0.47% of the 13F portfolio, value $1,072,195.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, 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 3,825 shares
    Change vs previous 13F +377 shares

    0.46% of the 13F portfolio, value $919,151.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, 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 3,448 shares
    Change vs previous 13F +120 shares

    0.37% of the 13F portfolio, value $696,846.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, 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 3,328 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $688,689.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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