SteelPeak Wealth, LLC: MTUM position timeline

SteelPeak Wealth, LLC held 71,207 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 71,207 shares

   Change vs previous 13F -6,277 shares

   0.64% of the 13F portfolio, value $24,411,973.

   13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 77,484 shares

   Change vs previous 13F -3,095 shares

   0.58% of the 13F portfolio, value $18,595,489.

   13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 80,579 shares

   Change vs previous 13F +33,239 shares

   0.66% of the 13F portfolio, value $20,169,614.

   13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 47,340 shares

   Change vs previous 13F +7,615 shares

   0.41% of the 13F portfolio, value $12,140,439.

   13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 39,725 shares

   Change vs previous 13F +446 shares

   0.37% of the 13F portfolio, value $9,546,774.

   13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 39,279 shares

   Change vs previous 13F +13,016 shares

   0.34% of the 13F portfolio, value $7,939,530.

   13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 26,263 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $5,434,418.

   13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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