Skip to content
Disclosery

New York Life Investment Management LLC: MTUM position timeline

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

New York Life Investment Management LLC held 181,964 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,964 shares
    Change vs previous 13F +26,801 shares

    0.44% of the 13F portfolio, value $62,382,718.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management LLC
    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 155,163 shares
    Change vs previous 13F -11,529 shares

    0.32% of the 13F portfolio, value $37,237,568.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 166,692 shares
    Change vs previous 13F +15,382 shares

    0.36% of the 13F portfolio, value $41,724,622.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 151,310 shares
    Change vs previous 13F +35,939 shares

    0.34% of the 13F portfolio, value $38,803,450.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 115,371 shares
    Change vs previous 13F -10,585 shares

    0.26% of the 13F portfolio, value $27,725,959.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management LLC
    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 125,956 shares
    Change vs previous 13F +9,117 shares

    0.26% of the 13F portfolio, value $25,459,579.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 116,839 shares
    Change vs previous 13F -6,711 shares

    0.24% of the 13F portfolio, value $24,176,399.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 123,550 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $25,051,042.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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