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Disclosery

TIAA: MTUM position timeline

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

TIAA held 9,381 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 9,381 shares
    Change vs previous 13F +9,381 shares

    <0.01% of the 13F portfolio, value $3,215,198.

    13F-HR 0000930413-26-002428 filed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC: 4,158 shares
    • Nuveen, LLC: 4,108 shares
    • TIAA TRUST, NATIONAL ASSOCIATION: 1,000 shares
    • TIAA Wealth Investment Management LLC: 115 shares

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

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,701 shares

    13F-HR 0000930413-26-001569 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,701 shares
    Change vs previous 13F +144 shares

    <0.01% of the 13F portfolio, value $676,087.

    13F-HR 0000930413-26-000393 filed by TIAA TRUST, NATIONAL ASSOCIATION
    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 2,557 shares
    Change vs previous 13F +195 shares

    <0.01% of the 13F portfolio, value $655,743.

    13F-HR 0000930413-25-003411 filed by TIAA TRUST, NATIONAL ASSOCIATION
    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 2,362 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $567,636.

    13F-HR 0000930413-25-002382 filed by TIAA TRUST, NATIONAL ASSOCIATION
    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 2,380 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $481,069.

    13F-HR 0000930413-25-001681 filed by TIAA TRUST, NATIONAL ASSOCIATION
    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 2,380 shares
    Change vs previous 13F -43 shares

    <0.01% of the 13F portfolio, value $492,470.

    13F-HR 0000930413-25-000507 filed by TIAA TRUST, NATIONAL ASSOCIATION
    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 2,423 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $491,287.

    13F-HR 0000930413-24-003144 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

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