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Steward Partners Investment Advisory, LLC: MTUM position timeline

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

Steward Partners Investment Advisory, LLC held 65,460 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,460 shares
    Change vs previous 13F +1,491 shares

    0.11% of the 13F portfolio, value $22,441,772.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 63,969 shares
    Change vs previous 13F -3,662 shares

    0.08% of the 13F portfolio, value $15,351,761.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 67,631 shares
    Change vs previous 13F +14,265 shares

    0.09% of the 13F portfolio, value $16,928,619.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 53,366 shares
    Change vs previous 13F +3,513 shares

    0.08% of the 13F portfolio, value $13,685,923.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 49,853 shares
    Change vs previous 13F +7,630 shares

    0.09% of the 13F portfolio, value $11,980,765.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 42,223 shares
    Change vs previous 13F +4,311 shares

    0.08% of the 13F portfolio, value $8,534,607.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 37,912 shares
    Change vs previous 13F +17,379 shares

    0.07% of the 13F portfolio, value $7,844,799.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 20,533 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,163,281.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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