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Strata Wealth Advisors, LLC: MTUM position timeline

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

Strata Wealth Advisors, LLC held 0 MTUM shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,922 shares

    13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,922 shares
    Change vs previous 13F +415 shares

    0.27% of the 13F portfolio, value $1,005,797.

    13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,507 shares
    Change vs previous 13F -65 shares

    0.23% of the 13F portfolio, value $842,802.

    13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 3,572 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $722,008.

    13F-HR 0001946237-25-000005 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 3,572 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $739,118.

    13F-HR 0001946237-25-000001 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 3,572 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $724,259.

    13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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