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Disclosery

CWM, LLC: MTUM position timeline

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

CWM, LLC held 1,149,067 MTUM shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,149,067 shares
    Change vs previous 13F +7,642 shares

    0.72% of the 13F portfolio, value $275,764,516.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,141,425 shares
    Change vs previous 13F +230,310 shares

    0.77% of the 13F portfolio, value $285,710,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 911,115 shares
    Change vs previous 13F +11,546 shares

    0.7% of the 13F portfolio, value $233,655,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 899,569 shares
    Change vs previous 13F -17,819 shares

    0.76% of the 13F portfolio, value $216,184,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 917,388 shares
    Change vs previous 13F -17,744 shares

    0.74% of the 13F portfolio, value $185,432,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 935,132 shares
    Change vs previous 13F +443,477 shares

    0.8% of the 13F portfolio, value $193,498,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 491,655 shares
    Change vs previous 13F -20,236 shares

    0.43% of the 13F portfolio, value $99,688,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 511,891 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $99,752,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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