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Focus Partners Wealth: MTUM position timeline

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

Focus Partners Wealth held 19,667 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,667 shares
    Change vs previous 13F +911 shares

    0.01% of the 13F portfolio, value $6,742,880.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 9,155 shares
    • Focus Partners Advisor Solutions, LLC: 10,512 shares

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

  2. period ended2026-03-31
    13F 18,756 shares
    Change vs previous 13F +1,208 shares

    <0.01% of the 13F portfolio, value $4,501,623.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,579 shares
    • Focus Partners Advisor Solutions, LLC: 10,177 shares

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

  3. period ended2025-12-31
    13F 17,548 shares
    Change vs previous 13F -915,734 shares

    <0.01% of the 13F portfolio, value $4,397,366.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,995 shares
    • Focus Partners Advisor Solutions, LLC: 9,553 shares

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

  4. period ended2025-09-30
    13F 933,282 shares
    Change vs previous 13F +895,886 shares

    0.34% of the 13F portfolio, value $239,335,654.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 927,145 shares
    • Focus Partners Advisor Solutions, LLC: 6,137 shares

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

  5. period ended2025-06-30
    13F 37,396 shares
    Change vs previous 13F +26,246 shares

    0.02% of the 13F portfolio, value $8,987,133.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 30,501 shares
    • Focus Partners Advisor Solutions, LLC: 6,895 shares

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

  6. period ended2025-03-31
    13F/A 11,150 shares
    Change vs previous 13F -388 shares

    <0.01% of the 13F portfolio, value $2,253,907.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,806 shares
    • Focus Partners Advisor Solutions, LLC: 6,344 shares

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

  7. period ended2024-12-31
    13F/A 11,538 shares
    Change vs previous 13F +1,685 shares

    0.01% of the 13F portfolio, value $2,388,029.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,348 shares
    • Focus Partners Advisor Solutions, LLC: 6,190 shares

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

  8. period ended2024-09-30
    13F 9,853 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,997,994.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,692 shares
    • Focus Partners Advisor Solutions, LLC: 6,161 shares

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