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Disclosery

Stokes Family Office, LLC: MTUM position timeline

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

Stokes Family Office, LLC held 25,630 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,630 shares
    Change vs previous 13F -23,844 shares

    1.02% of the 13F portfolio, value $8,786,887.

    13F-HR 0001062993-26-004179 filed by Stokes Family Office, 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 49,474 shares
    Change vs previous 13F -3,712 shares

    1.23% of the 13F portfolio, value $11,873,382.

    13F-HR 0001062993-26-002504 filed by Stokes Family Office, 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 53,186 shares
    Change vs previous 13F +20,207 shares

    1.22% of the 13F portfolio, value $13,313,019.

    13F-HR 0001062993-26-001008 filed by Stokes Family Office, 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 32,979 shares
    Change vs previous 13F -1,723 shares

    0.8% of the 13F portfolio, value $8,457,479.

    13F-HR 0001062993-25-016804 filed by Stokes Family Office, 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 34,702 shares
    Change vs previous 13F -2,131 shares

    0.87% of the 13F portfolio, value $8,339,478.

    13F-HR 0001062993-25-013722 filed by Stokes Family Office, 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 36,833 shares
    Change vs previous 13F +484 shares

    0.84% of the 13F portfolio, value $7,445,107.

    13F-HR 0001062993-25-009221 filed by Stokes Family Office, 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 36,349 shares
    Change vs previous 13F +32,693 shares

    0.8% of the 13F portfolio, value $7,521,342.

    13F-HR 0001062993-25-001994 filed by Stokes Family Office, 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 3,656 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $741,225.

    13F-HR 0001062993-24-018851 filed by Stokes Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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