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Disclosery

Trueblood Wealth Management, LLC: MTUM position timeline

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

Trueblood Wealth Management, LLC held 3,981 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 3,981 shares
    Change vs previous 13F +245 shares

    0.48% of the 13F portfolio, value $1,364,724.

    13F-HR 0002005380-26-000003 filed by Trueblood 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 3,736 shares
    Change vs previous 13F +280 shares

    0.35% of the 13F portfolio, value $896,669.

    13F-HR 0002005380-26-000002 filed by Trueblood 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 3,456 shares
    Change vs previous 13F +225 shares

    0.34% of the 13F portfolio, value $865,195.

    13F-HR 0002005380-26-000001 filed by Trueblood 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 3,231 shares
    Change vs previous 13F +24 shares

    0.32% of the 13F portfolio, value $828,678.

    13F-HR 0002005380-25-000002 filed by Trueblood 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 3,207 shares
    Change vs previous 13F +240 shares

    0.32% of the 13F portfolio, value $770,634.

    13F-HR 0001085146-25-004043 filed by Trueblood 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 2,967 shares
    Change vs previous 13F +352 shares

    0.28% of the 13F portfolio, value $599,720.

    13F-HR 0001085146-25-002098 filed by Trueblood 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 2,615 shares
    Change vs previous 13F +729 shares

    0.27% of the 13F portfolio, value $541,096.

    13F-HR 0001085146-25-000257 filed by Trueblood 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 1,886 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $382,405.

    13F-HR 0001085146-24-005087 filed by Trueblood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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