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Disclosery

Creative Planning: MTUM position timeline

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

Creative Planning held 68,617 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,617 shares
    Change vs previous 13F +895 shares

    0.01% of the 13F portfolio, value $23,523,933.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 67,722 shares
    Change vs previous 13F +2,710 shares

    0.01% of the 13F portfolio, value $16,252,718.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 65,012 shares
    Change vs previous 13F +22,202 shares

    0.01% of the 13F portfolio, value $16,273,213.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 42,810 shares
    Change vs previous 13F +102 shares

    0.01% of the 13F portfolio, value $10,978,781.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 42,708 shares
    Change vs previous 13F -435 shares

    0.01% of the 13F portfolio, value $10,263,790.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 43,143 shares
    Change vs previous 13F +9,875 shares

    0.01% of the 13F portfolio, value $8,720,590.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 33,268 shares
    Change vs previous 13F +847 shares

    0.01% of the 13F portfolio, value $6,883,852.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 32,421 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,573,839.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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