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Disclosery

Jefferies Financial Group Inc.: MTUM position timeline

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

Jefferies Financial Group Inc. held 3,794 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,794 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $1,300,697.

    13F-HR 0001085146-26-000619 filed by Jefferies Financial Group Inc.
    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 3,786 shares
    Change vs previous 13F -16,417 shares

    0.01% of the 13F portfolio, value $908,602.

    13F-HR 0000096223-26-000018 filed by Jefferies Financial Group Inc.
    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 20,203 shares
    Change vs previous 13F +18,061 shares

    0.04% of the 13F portfolio, value $5,057,013.

    13F-HR 0000096223-26-000010 filed by Jefferies Financial Group Inc.
    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 2,142 shares
    Change vs previous 13F +291 shares

    0.01% of the 13F portfolio, value $549,316.

    13F-HR 0000096223-25-000015 filed by Jefferies Financial Group Inc.
    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 1,851 shares
    Change vs previous 13F +336 shares

    0.01% of the 13F portfolio, value $444,832.

    13F-HR 0001085146-25-004924 filed by Jefferies Financial Group Inc.
    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 1,515 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $306,227.

    13F-HR 0001085146-25-002834 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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