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Kestra Advisory Services, LLC: MTUM position timeline

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

Kestra Advisory Services, LLC held 156,266 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,266 shares
    Change vs previous 13F +11,220 shares

    0.12% of the 13F portfolio, value $53,572,612.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 42,138 shares
    • Kestra Advisory Services, LLC: 112,880 shares
    • Kestra Investment Management, LLC: 1,248 shares

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

  2. period ended2026-03-31
    13F 145,046 shares
    Change vs previous 13F -136,744 shares

    0.1% of the 13F portfolio, value $34,809,665.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 40,259 shares
    • Kestra Advisory Services, LLC: 104,787 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 281,790 shares
    Change vs previous 13F +28,715 shares

    0.19% of the 13F portfolio, value $70,535,024.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,153 shares
    • Kestra Advisory Services, LLC: 105,849 shares
    • Kestra Investment Management, LLC: 139,788 shares

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

  4. period ended2025-09-30
    13F 253,075 shares
    Change vs previous 13F +29,682 shares

    0.2% of the 13F portfolio, value $64,901,057.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,133 shares
    • Kestra Advisory Services, LLC: 99,807 shares
    • Kestra Investment Management, LLC: 126,135 shares

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

  5. period ended2025-06-30
    13F/A 223,393 shares
    Change vs previous 13F +61,208 shares

    0.17% of the 13F portfolio, value $53,685,722.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,721 shares
    • Kestra Advisory Services, LLC: 88,011 shares
    • Kestra Investment Management, LLC: 112,661 shares

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

  6. period ended2025-03-31
    13F/A 162,185 shares
    Change vs previous 13F -54,254 shares

    0.11% of the 13F portfolio, value $32,782,454.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 46,762 shares
    • Kestra Advisory Services, LLC: 81,347 shares
    • Kestra Investment Management, LLC: 34,076 shares

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

  7. period ended2024-12-31
    13F 216,439 shares
    Change vs previous 13F +169,978 shares

    0.17% of the 13F portfolio, value $44,785,556.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,100 shares
    • Kestra Advisory Services, LLC: 81,913 shares
    • Kestra Investment Management, LLC: 89,426 shares

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

  8. period ended2024-09-30
    13F 46,461 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,420,431.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,957 shares
    • Kestra Advisory Services, LLC: 37,504 shares

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