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Disclosery

Sigma Planning Corp: MTUM position timeline

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

Sigma Planning Corp held 16,311 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 16,311 shares
    Change vs previous 13F +30 shares

    0.14% of the 13F portfolio, value $5,591,791.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 16,281 shares
    Change vs previous 13F -761 shares

    0.11% of the 13F portfolio, value $3,907,200.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 17,042 shares
    Change vs previous 13F +134 shares

    0.12% of the 13F portfolio, value $4,265,722.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 16,908 shares
    Change vs previous 13F +397 shares

    0.12% of the 13F portfolio, value $4,335,986.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 16,511 shares
    Change vs previous 13F -1,706 shares

    0.12% of the 13F portfolio, value $3,967,868.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 18,217 shares
    Change vs previous 13F +793 shares

    0.12% of the 13F portfolio, value $3,682,104.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 17,424 shares
    Change vs previous 13F +1,792 shares

    0.11% of the 13F portfolio, value $3,605,269.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 15,632 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,169,500.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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