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Disclosery

Wells Financial Advisors INC: MTUM position timeline

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

Wells Financial Advisors INC held 336 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336 shares
    Change vs previous 13F +1 shares

    1.07% of the 13F portfolio, value $115,191.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors 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 335 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $80,397.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors 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 335 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $83,854.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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