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Stone House Investment Management, LLC: MTUM position timeline

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

Stone House Investment Management, LLC held 45,709 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,709 shares
    Change vs previous 13F -17,078 shares

    2.08% of the 13F portfolio, value $15,670,335.

    13F-HR 0001696497-26-000009 filed by Stone House Investment Management, 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 62,787 shares
    Change vs previous 13F +3,745 shares

    2.7% of the 13F portfolio, value $15,068,325.

    13F-HR 0001696497-26-000006 filed by Stone House Investment Management, 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 59,042 shares
    Change vs previous 13F +20,451 shares

    2.29% of the 13F portfolio, value $14,778,889.

    13F-HR 0001696497-26-000002 filed by Stone House Investment Management, 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 38,591 shares
    Change vs previous 13F +1,204 shares

    1.67% of the 13F portfolio, value $9,896,632.

    13F-HR 0001696497-25-000010 filed by Stone House Investment Management, 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 37,387 shares
    Change vs previous 13F +1,544 shares

    1.65% of the 13F portfolio, value $8,984,839.

    13F-HR 0001999371-25-010654 filed by Stone House Investment Management, 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 35,843 shares
    Change vs previous 13F +6,632 shares

    1.47% of the 13F portfolio, value $7,244,896.

    13F-HR 0002034054-25-000003 filed by Stone House Investment Management, 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 29,211 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $6,044,423.

    13F-HR 0001696497-25-000001 filed by Stone House Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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