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Scarborough Advisors, LLC: MTUM position timeline

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

Scarborough Advisors, LLC held 44,839 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,839 shares
    Change vs previous 13F -22,123 shares

    1.67% of the 13F portfolio, value $14,564,539.

    13F-HR 0002085853-26-000794 filed by Scarborough Advisors, 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 66,962 shares
    Change vs previous 13F -7,360 shares

    1.76% of the 13F portfolio, value $16,070,329.

    13F-HR 0001815355-26-000005 filed by Scarborough Advisors, 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 74,322 shares
    Change vs previous 13F +25,818 shares

    3.14% of the 13F portfolio, value $18,603,487.

    13F-HR 0001815355-26-000002 filed by Scarborough Advisors, 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 48,504 shares
    Change vs previous 13F +17 shares

    2.19% of the 13F portfolio, value $12,438,869.

    13F-HR 0001815355-26-000001 filed by Scarborough Advisors, 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 48,487 shares
    Change vs previous 13F -856 shares

    2.31% of the 13F portfolio, value $11,652,353.

    13F-HR 0001815355-25-000004 filed by Scarborough Advisors, 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 49,343 shares
    Change vs previous 13F +2,665 shares

    1.42% of the 13F portfolio, value $9,973,612.

    13F-HR 0001986042-25-000009 filed by Scarborough Advisors, 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 46,678 shares
    Change vs previous 13F +46,678 shares

    1.36% of the 13F portfolio, value $9,658,575.

    13F-HR 0001815355-25-000002 filed by Scarborough Advisors, 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001815355-24-000014 filed by Scarborough Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.