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Disclosery

WBH ADVISORY INC: MTUM position timeline

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

WBH ADVISORY INC held 13,697 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,697 shares
    Change vs previous 13F +12,119 shares

    0.32% of the 13F portfolio, value $4,695,875.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY 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 1,578 shares
    Change vs previous 13F -24 shares

    0.03% of the 13F portfolio, value $387,051.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY 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 1,602 shares
    Change vs previous 13F -10,477 shares

    0.03% of the 13F portfolio, value $401,029.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY 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 12,079 shares
    Change vs previous 13F +10,545 shares

    0.24% of the 13F portfolio, value $3,097,598.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY 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 1,534 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $368,756.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY 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 1,534 shares
    Change vs previous 13F -5,113 shares

    0.03% of the 13F portfolio, value $310,100.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 6,647 shares
    Change vs previous 13F +5,085 shares

    0.13% of the 13F portfolio, value $1,375,439.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 1,562 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $316,640.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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