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Disclosery

TCTC Holdings, LLC: MTUM position timeline

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

TCTC Holdings, LLC held 4,812 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,812 shares
    Change vs previous 13F +398 shares

    0.04% of the 13F portfolio, value $1,649,698.

    13F-HR 0001483870-26-000003 filed by TCTC Holdings, 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 4,414 shares
    Change vs previous 13F +1,038 shares

    0.03% of the 13F portfolio, value $1,059,316.

    13F-HR 0001483870-26-000002 filed by TCTC Holdings, 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 3,376 shares
    Change vs previous 13F +2,188 shares

    0.03% of the 13F portfolio, value $845,046.

    13F-HR 0001483870-26-000001 filed by TCTC Holdings, 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 1,188 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $304,663.

    13F-HR 0001483870-25-000008 filed by TCTC Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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