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Disclosery

Sharkey, Howes & Javer: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sharkey, Howes & Javer on MTUM, newest first. How the timeline and the estimate are built.

Sharkey, Howes & Javer held 48,608 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,608 shares
    Change vs previous 13F -17,347 shares

    2.01% of the 13F portfolio, value $16,664,294.

    13F-HR 0001642246-26-000004 filed by Sharkey, Howes & Javer
    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 65,955 shares
    Change vs previous 13F +3,489 shares

    2.13% of the 13F portfolio, value $15,828,650.

    13F-HR 0001642246-26-000003 filed by Sharkey, Howes & Javer
    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 62,466 shares
    Change vs previous 13F +23,341 shares

    1.99% of the 13F portfolio, value $15,635,742.

    13F-HR 0001642246-26-000001 filed by Sharkey, Howes & Javer
    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 39,125 shares
    Change vs previous 13F +726 shares

    1.29% of the 13F portfolio, value $10,033,530.

    13F-HR 0001642246-25-000007 filed by Sharkey, Howes & Javer
    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 38,399 shares
    Change vs previous 13F +1,096 shares

    1.24% of the 13F portfolio, value $9,227,947.

    13F-HR 0001642246-25-000004 filed by Sharkey, Howes & Javer
    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 37,303 shares
    Change vs previous 13F +5,877 shares

    1.08% of the 13F portfolio, value $7,539,986.

    13F-HR 0001642246-25-000003 filed by Sharkey, Howes & Javer
    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 31,426 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $6,502,760.

    13F-HR 0001642246-25-000001 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

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