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Disclosery

W ADVISORS, LLC: MTUM position timeline

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

W ADVISORS, LLC held 3,668 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,668 shares
    Change vs previous 13F -739 shares

    0.57% of the 13F portfolio, value $1,257,500.

    13F-HR 0001172661-26-002980 filed by W 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 4,407 shares
    Change vs previous 13F +426 shares

    0.54% of the 13F portfolio, value $1,057,636.

    13F-HR 0001172661-26-001570 filed by W 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 3,981 shares
    Change vs previous 13F +940 shares

    0.5% of the 13F portfolio, value $996,484.

    13F-HR 0001172661-26-000770 filed by W 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 3,041 shares
    Change vs previous 13F +13 shares

    0.41% of the 13F portfolio, value $779,864.

    13F-HR 0001172661-25-004935 filed by W 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 3,028 shares
    Change vs previous 13F -4 shares

    0.42% of the 13F portfolio, value $727,689.

    13F-HR 0001172661-25-002933 filed by W 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 3,032 shares
    Change vs previous 13F +186 shares

    0.38% of the 13F portfolio, value $612,858.

    13F-HR 0001172661-25-001769 filed by W ADVISORS, 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 2,846 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $588,894.

    13F-HR 0001172661-25-000311 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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