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Disclosery

Rothschild Wealth LLC: MTUM position timeline

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

Rothschild Wealth LLC held 24,908 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,908 shares
    Change vs previous 13F -7,238 shares

    0.68% of the 13F portfolio, value $8,539,176.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth 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 32,146 shares
    Change vs previous 13F +2,879 shares

    0.7% of the 13F portfolio, value $7,714,610.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth 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/A 29,267 shares
    Change vs previous 13F +12,072 shares

    0.7% of the 13F portfolio, value $7,325,850.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth 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 17,195 shares
    Change vs previous 13F +683 shares

    0.96% of the 13F portfolio, value $4,409,640.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth 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 16,512 shares
    Change vs previous 13F +410 shares

    0.97% of the 13F portfolio, value $3,968,164.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth 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 16,102 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $3,254,697.

    13F-HR 0001104659-25-049217 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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