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Strategic Investment Advisors / MI: MTUM position timeline

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

Strategic Investment Advisors / MI held 30,503 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,503 shares
    Change vs previous 13F +162 shares

    0.63% of the 13F portfolio, value $10,457,341.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 30,341 shares
    Change vs previous 13F -445 shares

    0.5% of the 13F portfolio, value $7,283,384.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 30,786 shares
    Change vs previous 13F -110,076 shares

    0.67% of the 13F portfolio, value $7,711,315.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 140,862 shares
    Change vs previous 13F +103,202 shares

    0.88% of the 13F portfolio, value $7,606,798.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    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 37,660 shares
    Change vs previous 13F +3,182 shares

    0.88% of the 13F portfolio, value $9,065,006.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 34,478 shares
    Change vs previous 13F +2,670 shares

    0.74% of the 13F portfolio, value $6,968,949.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 31,808 shares
    Change vs previous 13F +1,494 shares

    0.7% of the 13F portfolio, value $6,581,683.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 30,314 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $6,146,454.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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