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Sequoia Financial Advisors, LLC: MTUM position timeline

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

Sequoia Financial Advisors, LLC held 103,852 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,852 shares
    Change vs previous 13F +6,557 shares

    0.18% of the 13F portfolio, value $35,603,596.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 97,295 shares
    Change vs previous 13F -1,547 shares

    0.13% of the 13F portfolio, value $23,349,895.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 98,842 shares
    Change vs previous 13F -9,704 shares

    0.14% of the 13F portfolio, value $24,741,188.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 108,546 shares
    Change vs previous 13F +1,792 shares

    0.17% of the 13F portfolio, value $27,836,628.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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/A 106,754 shares
    Change vs previous 13F -33,149 shares

    0.18% of the 13F portfolio, value $25,655,024.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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/A 139,903 shares
    Change vs previous 13F -26,364 shares

    0.22% of the 13F portfolio, value $28,278,542.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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/A 166,267 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $34,404,071.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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