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Transamerica Financial Advisors, LLC: MTUM position timeline

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

Transamerica Financial Advisors, LLC held 4,837 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 4,837 shares
    Change vs previous 13F +1,606 shares

    0.14% of the 13F portfolio, value $1,658,517.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, 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 3,231 shares
    Change vs previous 13F +418 shares

    0.07% of the 13F portfolio, value $775,470.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, 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 2,813 shares
    Change vs previous 13F +1,108 shares

    0.06% of the 13F portfolio, value $704,034.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, 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 1,705 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $437,094.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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