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Disclosery

Simplicity Wealth,LLC: MTUM position timeline

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

Simplicity Wealth,LLC held 11,854 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,854 shares
    Change vs previous 13F -1,072 shares

    0.14% of the 13F portfolio, value $4,063,792.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 12,926 shares
    Change vs previous 13F -5,842 shares

    0.18% of the 13F portfolio, value $3,102,064.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 18,768 shares
    Change vs previous 13F +2,794 shares

    0.28% of the 13F portfolio, value $4,697,728.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 15,974 shares
    Change vs previous 13F -8,093 shares

    0.24% of the 13F portfolio, value $4,096,475.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 24,067 shares
    Change vs previous 13F +5,018 shares

    0.24% of the 13F portfolio, value $5,783,620.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 19,049 shares
    Change vs previous 13F +10,076 shares

    0.3% of the 13F portfolio, value $3,850,312.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 8,973 shares
    Change vs previous 13F -10 shares

    0.39% of the 13F portfolio, value $1,856,693.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 8,983 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,821,393.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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