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Sovran Advisors, LLC: MTUM position timeline

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

Sovran Advisors, LLC held 22,302 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,302 shares
    Change vs previous 13F -1,805 shares

    0.47% of the 13F portfolio, value $6,314,030.

    13F-HR 0002051471-26-000004 filed by Sovran Advisors, 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 24,107 shares
    Change vs previous 13F +2,992 shares

    0.54% of the 13F portfolio, value $6,845,796.

    13F-HR 0002051471-26-000003 filed by Sovran Advisors, 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 21,115 shares
    Change vs previous 13F +4,260 shares

    0.46% of the 13F portfolio, value $5,430,980.

    13F-HR 0002051471-26-000001 filed by Sovran Advisors, 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 16,855 shares
    Change vs previous 13F +3,400 shares

    0.38% of the 13F portfolio, value $4,273,653.

    13F-HR 0002051471-25-000007 filed by Sovran Advisors, 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 13,455 shares
    Change vs previous 13F -885 shares

    0.33% of the 13F portfolio, value $3,181,139.

    13F-HR 0002051471-25-000004 filed by Sovran Advisors, 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 14,340 shares
    Change vs previous 13F +5,192 shares

    0.36% of the 13F portfolio, value $2,801,310.

    13F-HR 0002051471-25-000003 filed by Sovran Advisors, 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 9,148 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,911,841.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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