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Disclosery

Whalen Wealth Management Inc.: MTUM position timeline

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

Whalen Wealth Management Inc. held 1,207 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,207 shares
    Change vs previous 13F -620 shares

    0.16% of the 13F portfolio, value $383,032.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,827 shares
    Change vs previous 13F +435 shares

    0.28% of the 13F portfolio, value $626,357.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,392 shares
    Change vs previous 13F +227 shares

    0.18% of the 13F portfolio, value $334,066.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,165 shares
    Change vs previous 13F +228 shares

    0.16% of the 13F portfolio, value $291,611.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 937 shares
    Change vs previous 13F -5,829 shares

    0.14% of the 13F portfolio, value $240,294.

    13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,766 shares
    Change vs previous 13F +5,599 shares

    1.02% of the 13F portfolio, value $1,626,005.

    13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,167 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $235,886.

    13F-HR 0001667731-25-000480 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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