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Sensible Financial Planning & Management, LLC.: MTUM position timeline

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

Sensible Financial Planning & Management, LLC. held 88,088 MTUM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 88,088 shares
    Change vs previous 13F -3,689 shares

    4.1% of the 13F portfolio, value $22,590,182.

    13F-HR 0002063364-25-000274 filed by Sensible Financial Planning & 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 ended2025-06-30
    13F 91,777 shares
    Change vs previous 13F -4,076 shares

    4.19% of the 13F portfolio, value $22,055,786.

    13F-HR 0002063364-25-000195 filed by Sensible Financial Planning & 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 ended2025-03-31
    13F 95,853 shares
    Change vs previous 13F -1,960 shares

    3.87% of the 13F portfolio, value $19,374,799.

    13F-HR 0002063364-25-000045 filed by Sensible Financial Planning & 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 ended2024-12-31
    13F 97,813 shares
    Change vs previous 13F -3,483 shares

    4.19% of the 13F portfolio, value $20,239,554.

    13F-HR 0001567738-25-000002 filed by Sensible Financial Planning & 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 ended2024-09-30
    13F 101,296 shares
    Change vs previous 13F -1,854 shares

    4.05% of the 13F portfolio, value $20,539,000.

    13F-HR 0001567738-24-000011 filed by Sensible Financial Planning & 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 ended2024-06-30
    13F 103,150 shares
    Change vs previous 13F -1,727 shares

    4.34% of the 13F portfolio, value $20,101,000.

    13F-HR 0001567738-24-000007 filed by Sensible Financial Planning & 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 ended2024-03-31
    13F 104,877 shares
    Change vs previous 13F -4,171 shares

    4.34% of the 13F portfolio, value $19,649,000.

    13F-HR 0001567738-24-000005 filed by Sensible Financial Planning & 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 ended2023-12-31
    13F 109,048 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $17,109,000.

    13F-HR 0001567738-24-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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