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World Investment Advisors: MTUM position timeline

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

World Investment Advisors held 39,860 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,860 shares
    Change vs previous 13F +6,884 shares

    0.2% of the 13F portfolio, value $12,341,657.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 32,976 shares
    Change vs previous 13F +1,116 shares

    0.13% of the 13F portfolio, value $7,913,815.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 31,860 shares
    Change vs previous 13F +20,416 shares

    0.13% of the 13F portfolio, value $7,974,922.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 11,444 shares
    Change vs previous 13F -340 shares

    0.06% of the 13F portfolio, value $2,934,925.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 11,784 shares
    Change vs previous 13F -1,217 shares

    0.06% of the 13F portfolio, value $2,831,948.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 13,001 shares
    Change vs previous 13F +325 shares

    0.07% of the 13F portfolio, value $2,627,866.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 12,676 shares
    Change vs previous 13F +4,937 shares

    0.07% of the 13F portfolio, value $2,622,986.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 7,739 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,569,201.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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