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SHUFRO ROSE & CO LLC: MTUM position timeline

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

SHUFRO ROSE & CO LLC held 32,484 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,484 shares
    Change vs previous 13F -524 shares

    0.64% of the 13F portfolio, value $11,136,451.

    13F-HR 0000908195-26-000003 filed by SHUFRO ROSE & CO 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 33,008 shares
    Change vs previous 13F +445 shares

    0.54% of the 13F portfolio, value $7,921,535.

    13F-HR 0000908195-26-000002 filed by SHUFRO ROSE & CO 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 32,563 shares
    Change vs previous 13F +2,032 shares

    0.55% of the 13F portfolio, value $8,150,763.

    13F-HR 0000908195-26-000001 filed by SHUFRO ROSE & CO 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 30,531 shares
    Change vs previous 13F -365 shares

    0.51% of the 13F portfolio, value $6,171,139.

    13F-HR 0000908195-25-000010 filed by SHUFRO ROSE & CO 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 30,896 shares
    Change vs previous 13F -150 shares

    0.51% of the 13F portfolio, value $6,244,917.

    13F-HR 0000908195-25-000009 filed by SHUFRO ROSE & CO 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 31,046 shares
    Change vs previous 13F +665 shares

    0.5% of the 13F portfolio, value $6,275,236.

    13F-HR 0000908195-25-000007 filed by SHUFRO ROSE & CO 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 30,381 shares
    Change vs previous 13F +3,857 shares

    0.49% of the 13F portfolio, value $6,286,503.

    13F-HR 0000908195-25-000005 filed by SHUFRO ROSE & CO 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 26,524 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,168,823.

    13F-HR 0000908195-24-000006 filed by SHUFRO ROSE & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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