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Disclosery

Ascent Group, LLC: MTUM position timeline

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

Ascent Group, LLC held 2,907 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,907 shares
    Change vs previous 13F -653 shares

    0.03% of the 13F portfolio, value $996,478.

    13F-HR 0001913231-26-000003 filed by Ascent Group, LLC
    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 3,560 shares
    Change vs previous 13F +26 shares

    0.03% of the 13F portfolio, value $854,303.

    13F-HR 0001913231-26-000002 filed by Ascent Group, LLC
    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 3,534 shares
    Change vs previous 13F -162 shares

    0.03% of the 13F portfolio, value $884,524.

    13F-HR 0001913231-26-000001 filed by Ascent Group, LLC
    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 3,696 shares
    Change vs previous 13F +691 shares

    0.03% of the 13F portfolio, value $947,687.

    13F-HR 0001913231-25-000006 filed by Ascent Group, LLC
    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 3,005 shares
    Change vs previous 13F -5,227 shares

    0.03% of the 13F portfolio, value $722,064.

    13F-HR 0001913231-25-000003 filed by Ascent Group, LLC
    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 8,232 shares
    Change vs previous 13F -916 shares

    0.07% of the 13F portfolio, value $1,663,790.

    13F-HR 0001913231-25-000002 filed by Ascent Group, LLC
    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 9,148 shares
    Change vs previous 13F -668 shares

    0.14% of the 13F portfolio, value $1,892,855.

    13F-HR 0001221073-25-000036 filed by Ascent Group, LLC
    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 9,816 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,990,243.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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