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Disclosery

Sowell Financial Services LLC: MTUM position timeline

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

Sowell Financial Services LLC held 17,189 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,189 shares
    Change vs previous 13F +2,605 shares

    0.19% of the 13F portfolio, value $5,893,066.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 14,584 shares
    Change vs previous 13F +764 shares

    0.13% of the 13F portfolio, value $3,500,053.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 13,820 shares
    Change vs previous 13F +2,029 shares

    0.13% of the 13F portfolio, value $3,459,212.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 11,791 shares
    Change vs previous 13F +2,258 shares

    0.12% of the 13F portfolio, value $3,023,750.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 9,533 shares
    Change vs previous 13F +552 shares

    0.09% of the 13F portfolio, value $2,290,899.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 8,981 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,815,248.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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