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Disclosery

Realta Investment Advisors: MTUM position timeline

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

Realta Investment Advisors held 699 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 699 shares
    Change vs previous 13F +140 shares

    0.06% of the 13F portfolio, value $221,821.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 559 shares
    Change vs previous 13F +316 shares

    0.06% of the 13F portfolio, value $191,642.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 243 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $58,318.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 243 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $60,825.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 243 shares
    Change vs previous 13F -90 shares

    0.02% of the 13F portfolio, value $62,317.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 333 shares
    Change vs previous 13F -35 shares

    0.03% of the 13F portfolio, value $80,027.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 368 shares
    Change vs previous 13F +135 shares

    0.03% of the 13F portfolio, value $74,384.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 233 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $49,224.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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