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Disclosery

Strategic Financial Services, Inc.: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Services, Inc. on MTUM, newest first. How the timeline and the estimate are built.

Strategic Financial Services, Inc. held 206,900 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,900 shares
    Change vs previous 13F -18,667 shares

    3.11% of the 13F portfolio, value $70,931,533.

    13F-HR 0001432539-26-000005 filed by Strategic Financial Services, Inc.
    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 225,567 shares
    Change vs previous 13F +3,056 shares

    2.58% of the 13F portfolio, value $54,133,828.

    13F-HR 0001432539-26-000003 filed by Strategic Financial Services, Inc.
    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 222,511 shares
    Change vs previous 13F +3,289 shares

    2.6% of the 13F portfolio, value $56,404,317.

    13F-HR 0001432539-26-000001 filed by Strategic Financial Services, Inc.
    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 219,222 shares
    Change vs previous 13F -135 shares

    2.82% of the 13F portfolio, value $56,219,482.

    13F-HR 0001432539-25-000010 filed by Strategic Financial Services, Inc.
    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 219,357 shares
    Change vs previous 13F -2,248 shares

    2.84% of the 13F portfolio, value $52,715,874.

    13F-HR 0001432539-25-000007 filed by Strategic Financial Services, Inc.
    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 221,605 shares
    Change vs previous 13F +400 shares

    2.62% of the 13F portfolio, value $44,793,019.

    13F-HR 0001432539-25-000006 filed by Strategic Financial Services, Inc.
    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 221,205 shares
    Change vs previous 13F +3,755 shares

    2.73% of the 13F portfolio, value $45,771,739.

    13F-HR 0001432539-25-000001 filed by Strategic Financial Services, Inc.
    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 217,450 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $44,090,172.

    13F-HR 0001432539-24-000009 filed by Strategic Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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