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Vestmark Advisory Solutions, Inc.: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on MTUM, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 45,484 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 45,484 shares
    Change vs previous 13F +6,843 shares

    0.15% of the 13F portfolio, value $15,593,193.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 38,641 shares
    Change vs previous 13F -15,381 shares

    0.1% of the 13F portfolio, value $9,273,608.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 54,022 shares
    Change vs previous 13F +33,669 shares

    0.18% of the 13F portfolio, value $13,522,259.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 20,353 shares
    Change vs previous 13F +16,146 shares

    0.1% of the 13F portfolio, value $5,219,526.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 4,207 shares
    Change vs previous 13F -3,831 shares

    0.01% of the 13F portfolio, value $1,011,026.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 8,038 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,624,720.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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