Skip to content
Disclosery

Waterloo Capital, L.P.: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on MTUM, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 1,782 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,782 shares
    Change vs previous 13F -839 shares

    0.03% of the 13F portfolio, value $610,836.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 2,621 shares
    Change vs previous 13F -656 shares

    0.04% of the 13F portfolio, value $629,114.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 3,277 shares
    Change vs previous 13F +227 shares

    0.06% of the 13F portfolio, value $820,303.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 3,050 shares
    Change vs previous 13F -33 shares

    0.06% of the 13F portfolio, value $782,225.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 3,083 shares
    Change vs previous 13F -937 shares

    0.06% of the 13F portfolio, value $740,980.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 4,020 shares
    Change vs previous 13F +1,675 shares

    0.08% of the 13F portfolio, value $812,468.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 2,345 shares
    Change vs previous 13F -230 shares

    0.05% of the 13F portfolio, value $485,141.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 2,575 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $522,153.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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