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Disclosery

Royal Fund Management, LLC: MTUM position timeline

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

Royal Fund Management, LLC held 41,759 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,759 shares
    Change vs previous 13F -107 shares

    1.2% of the 13F portfolio, value $14,316,477.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 41,866 shares
    Change vs previous 13F -1,154 shares

    0.96% of the 13F portfolio, value $10,070,530.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, 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 43,020 shares
    Change vs previous 13F +11,925 shares

    0.99% of the 13F portfolio, value $10,791,753.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, 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 31,095 shares
    Change vs previous 13F -10,857 shares

    0.96% of the 13F portfolio, value $7,995,960.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 41,952 shares
    Change vs previous 13F +715 shares

    1.08% of the 13F portfolio, value $10,101,058.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 41,237 shares
    Change vs previous 13F -824 shares

    1% of the 13F portfolio, value $8,382,405.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 42,061 shares
    Change vs previous 13F +1,204 shares

    0.95% of the 13F portfolio, value $8,747,989.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 40,857 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $8,323,884.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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