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Disclosery

Cerity Partners LLC: MTUM position timeline

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

Cerity Partners LLC held 1,101,428 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 1,101,428 shares
    Change vs previous 13F -81,650 shares

    0.46% of the 13F portfolio, value $377,602,910.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 1,099,673 shares
    • Cerity Partners Retirement Plan Advisors LLC: 1,755 shares

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

  2. period ended2026-03-31
    13F 1,183,078 shares
    Change vs previous 13F +26,724 shares

    0.4% of the 13F portfolio, value $283,927,278.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 1,156,354 shares
    Change vs previous 13F +4,402 shares

    0.42% of the 13F portfolio, value $289,447,256.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 1,151,952 shares
    Change vs previous 13F +29,230 shares

    0.48% of the 13F portfolio, value $295,417,925.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 1,122,722 shares
    Change vs previous 13F +51,616 shares

    0.48% of the 13F portfolio, value $269,812,493.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 1,071,106 shares
    Change vs previous 13F -92 shares

    0.44% of the 13F portfolio, value $216,502,624.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 1,071,198 shares
    Change vs previous 13F -2,709 shares

    0.48% of the 13F portfolio, value $221,652,136.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 1,073,907 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $217,745,431.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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