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Retirement Wealth Solutions LLC: MTUM position timeline

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

Retirement Wealth Solutions LLC held 1 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1 shares
    Change vs previous 13F -4,795 shares

    <0.01% of the 13F portfolio, value $220.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,796 shares
    Change vs previous 13F -1,577 shares

    0.91% of the 13F portfolio, value $1,644,148.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    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 6,373 shares
    Change vs previous 13F +323 shares

    0.96% of the 13F portfolio, value $1,529,533.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,050 shares
    Change vs previous 13F +2,181 shares

    0.96% of the 13F portfolio, value $1,514,314.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,869 shares
    Change vs previous 13F +575 shares

    0.65% of the 13F portfolio, value $992,224.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,294 shares
    Change vs previous 13F +137 shares

    0.58% of the 13F portfolio, value $791,615.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    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 3,157 shares
    Change vs previous 13F +785 shares

    0.51% of the 13F portfolio, value $638,125.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,372 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $490,767.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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