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Van Hulzen Asset Management, LLC: MTUM position timeline

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

Van Hulzen Asset Management, LLC held 13,068 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,068 shares
    Change vs previous 13F +3,166 shares

    0.32% of the 13F portfolio, value $4,480,015.

    13F-HR 0001765380-26-000374 filed by Van Hulzen Asset 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 9,902 shares
    Change vs previous 13F +154 shares

    0.18% of the 13F portfolio, value $2,376,323.

    13F-HR 0001765380-26-000214 filed by Van Hulzen Asset 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 9,748 shares
    Change vs previous 13F -1,080 shares

    0.18% of the 13F portfolio, value $2,440,047.

    13F-HR 0001765380-26-000079 filed by Van Hulzen Asset 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 10,828 shares
    Change vs previous 13F -376 shares

    0.21% of the 13F portfolio, value $2,776,739.

    13F-HR 0001765380-25-000494 filed by Van Hulzen Asset 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 11,204 shares
    Change vs previous 13F -69 shares

    0.22% of the 13F portfolio, value $2,692,504.

    13F-HR 0001765380-25-000369 filed by Van Hulzen Asset 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 11,273 shares
    Change vs previous 13F -43,058 shares

    0.21% of the 13F portfolio, value $2,278,671.

    13F-HR 0001765380-25-000232 filed by Van Hulzen Asset 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 54,331 shares
    Change vs previous 13F +1,944 shares

    0.82% of the 13F portfolio, value $11,242,228.

    13F-HR 0001600145-25-000001 filed by Van Hulzen Asset 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 52,387 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $10,622,000.

    13F-HR 0001600145-24-000012 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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