Skip to content
Disclosery

Straight Path Wealth Management: MTUM position timeline

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

Straight Path Wealth Management held 71,699 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,699 shares
    Change vs previous 13F -4,213 shares

    5.75% of the 13F portfolio, value $24,580,467.

    13F-HR 0002085853-26-000879 filed by Straight Path Wealth Management
    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 75,912 shares
    Change vs previous 13F +3,717 shares

    4.87% of the 13F portfolio, value $18,218,155.

    13F-HR 0002085853-26-000459 filed by Straight Path Wealth Management
    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 72,195 shares
    Change vs previous 13F +2,422 shares

    4.87% of the 13F portfolio, value $18,071,100.

    13F-HR 0002085853-26-000240 filed by Straight Path Wealth Management
    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 69,773 shares
    Change vs previous 13F +3,425 shares

    4.99% of the 13F portfolio, value $17,893,224.

    13F-HR 0002085853-25-000211 filed by Straight Path Wealth Management
    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 66,348 shares
    Change vs previous 13F +2,377 shares

    5.41% of the 13F portfolio, value $15,944,681.

    13F-HR 0001667731-25-000999 filed by Straight Path Wealth Management
    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 63,971 shares
    Change vs previous 13F +1,647 shares

    5.23% of the 13F portfolio, value $12,930,485.

    13F-HR 0001667731-25-000546 filed by Straight Path Wealth Management
    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 62,324 shares
    Change vs previous 13F -611 shares

    5.1% of the 13F portfolio, value $12,896,135.

    13F-HR 0001667731-25-000214 filed by Straight Path Wealth Management
    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 62,935 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $12,760,789.

    13F-HR 0001902506-24-000004 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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