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Trinity Wealth Management, LLC: MTUM position timeline

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

Trinity Wealth Management, LLC held 89,744 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,744 shares
    Change vs previous 13F +19,536 shares

    9.76% of the 13F portfolio, value $30,766,959.

    13F-HR 0001685364-26-000004 filed by Trinity Wealth Management, LLC
    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 70,208 shares
    Change vs previous 13F -141 shares

    6.19% of the 13F portfolio, value $16,849,234.

    13F-HR 0001685364-26-000002 filed by Trinity Wealth 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 ended2025-12-31
    13F 70,349 shares
    Change vs previous 13F -45 shares

    6.49% of the 13F portfolio, value $17,608,992.

    13F-HR 0001685364-26-000001 filed by Trinity Wealth 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 ended2025-09-30
    13F 70,394 shares
    Change vs previous 13F -27,166 shares

    6.77% of the 13F portfolio, value $18,052,627.

    13F-HR 0001085146-25-005828 filed by Trinity Wealth 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 ended2025-06-30
    13F 97,560 shares
    Change vs previous 13F +11,043 shares

    9.31% of the 13F portfolio, value $23,445,699.

    13F-HR 0001085146-25-003745 filed by Trinity Wealth 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 ended2025-03-31
    13F 86,517 shares
    Change vs previous 13F +5,849 shares

    7.98% of the 13F portfolio, value $17,487,749.

    13F-HR 0001085146-25-002035 filed by Trinity Wealth 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 ended2024-12-31
    13F 80,668 shares
    Change vs previous 13F -80 shares

    7.55% of the 13F portfolio, value $16,691,892.

    13F-HR 0001085146-25-000455 filed by Trinity Wealth 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 ended2024-09-30
    13F 80,748 shares
    Change vs previous 13F not available

    7.51% of the 13F portfolio, value $16,372,532.

    13F-HR 0001085146-24-004992 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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