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CARY STREET PARTNERS ASSET MANAGEMENT LLC: MTUM position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 2,116 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,116 shares
    Change vs previous 13F +562 shares

    0.01% of the 13F portfolio, value $725,542.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 496 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,620 shares

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

  2. period ended2026-03-31
    13F 1,554 shares
    Change vs previous 13F -132 shares

    0.01% of the 13F portfolio, value $373,022.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 99 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,455 shares

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

  3. period ended2025-12-31
    13F 1,686 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $422,104.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 99 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,587 shares

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