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RETIREMENT CAPITAL STRATEGIES: MTUM position timeline

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

RETIREMENT CAPITAL STRATEGIES held 5,214 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,214 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,787,440.

    13F-HR 0001214659-26-010107 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).