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VestGen Advisors, LLC: MTUM position timeline

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

VestGen Advisors, LLC held 16,525 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,525 shares
    Change vs previous 13F -3,963 shares

    0.17% of the 13F portfolio, value $5,665,140.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 20,488 shares
    Change vs previous 13F +9,914 shares

    0.17% of the 13F portfolio, value $6,212,914.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 10,574 shares
    Change vs previous 13F -9,419 shares

    0.11% of the 13F portfolio, value $2,646,875.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, 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 19,993 shares
    Change vs previous 13F +329 shares

    0.17% of the 13F portfolio, value $5,127,285.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, 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 19,664 shares
    Change vs previous 13F +1,481 shares

    0.19% of the 13F portfolio, value $4,765,386.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, 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 18,183 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,675,233.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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