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Stonehearth Capital Management, LLC: MTUM position timeline

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

Stonehearth Capital Management, LLC held 114,635 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 114,635 shares
    Change vs previous 13F -2,291 shares

    12.46% of the 13F portfolio, value $36,378,264.

    13F-HR 0001550191-26-000012 filed by Stonehearth Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 116,926 shares
    Change vs previous 13F -7,076 shares

    13.68% of the 13F portfolio, value $40,085,906.

    13F-HR 0001550191-26-000010 filed by Stonehearth Capital 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 ended2026-03-31
    13F 124,002 shares
    Change vs previous 13F -2,672 shares

    11.79% of the 13F portfolio, value $29,759,355.

    13F-HR 0001550191-26-000009 filed by Stonehearth Capital 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 ended2025-12-31
    13F 126,674 shares
    Change vs previous 13F +20 shares

    11.73% of the 13F portfolio, value $31,707,839.

    13F-HR 0001550191-26-000001 filed by Stonehearth Capital 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 ended2025-09-30
    13F 126,654 shares
    Change vs previous 13F -3,004 shares

    12.57% of the 13F portfolio, value $32,480,490.

    13F-HR 0001550191-25-000009 filed by Stonehearth Capital 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 ended2025-06-30
    13F 129,658 shares
    Change vs previous 13F -11,454 shares

    12.9% of the 13F portfolio, value $31,159,478.

    13F-HR 0001550191-25-000005 filed by Stonehearth Capital 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 ended2025-03-31
    13F 141,112 shares
    Change vs previous 13F -35,560 shares

    11.8% of the 13F portfolio, value $28,522,874.

    13F-HR 0001550191-25-000004 filed by Stonehearth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 176,672 shares
    Change vs previous 13F not available

    14.66% of the 13F portfolio, value $36,557,028.

    13F-HR 0001550191-25-000001 filed by Stonehearth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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