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SIERRA OCEAN, LLC: MTUM position timeline

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

SIERRA OCEAN, LLC held 1,060 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,060 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $363,400.

    13F-HR 0002051715-26-000006 filed by SIERRA OCEAN, 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 1,060 shares
    Change vs previous 13F -40 shares

    0.21% of the 13F portfolio, value $254,389.

    13F-HR 0002051715-26-000002 filed by SIERRA OCEAN, 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 1,100 shares
    Change vs previous 13F -44 shares

    0.23% of the 13F portfolio, value $275,341.

    13F-HR 0002051715-26-000001 filed by SIERRA OCEAN, 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 1,144 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $293,379.

    13F-HR 0002051715-25-000006 filed by SIERRA OCEAN, 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 1,144 shares
    Change vs previous 13F -75 shares

    0.2% of the 13F portfolio, value $274,926.

    13F-HR 0002051715-25-000003 filed by SIERRA OCEAN, 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 1,219 shares
    Change vs previous 13F -491 shares

    0.19% of the 13F portfolio, value $246,396.

    13F-HR 0002051715-25-000002 filed by SIERRA OCEAN, 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 1,710 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $353,833.

    13F-HR 0002051715-25-000001 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

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