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Scissortail Wealth Management, LLC: MTUM position timeline

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

Scissortail Wealth Management, LLC held 40,238 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,238 shares
    Change vs previous 13F -4,228 shares

    2.65% of the 13F portfolio, value $13,794,644.

    13F-HR 0001906793-26-000003 filed by Scissortail Wealth 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 44,466 shares
    Change vs previous 13F +36,416 shares

    2.14% of the 13F portfolio, value $10,671,466.

    13F-HR 0001906793-26-000002 filed by Scissortail Wealth 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 8,050 shares
    Change vs previous 13F +54 shares

    0.46% of the 13F portfolio, value $2,015,003.

    13F-HR 0001906793-26-000001 filed by Scissortail Wealth 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 7,996 shares
    Change vs previous 13F -186 shares

    0.45% of the 13F portfolio, value $2,050,578.

    13F-HR 0001906793-25-000006 filed by Scissortail Wealth 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 8,182 shares
    Change vs previous 13F -14,223 shares

    0.47% of the 13F portfolio, value $1,966,300.

    13F-HR 0001906793-25-000004 filed by Scissortail Wealth 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 22,405 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $4,528,633.

    13F-HR 0001906793-25-000002 filed by Scissortail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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