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Disclosery

TRUIST FINANCIAL CORP: MTUM position timeline

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

TRUIST FINANCIAL CORP held 138,812 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 138,812 shares
    Change vs previous 13F -25,409 shares

    0.06% of the 13F portfolio, value $47,588,928.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 164,221 shares
    Change vs previous 13F +4,623 shares

    0.05% of the 13F portfolio, value $39,411,329.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 159,598 shares
    Change vs previous 13F +35,158 shares

    0.05% of the 13F portfolio, value $39,948,902.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 124,440 shares
    Change vs previous 13F +5,676 shares

    0.04% of the 13F portfolio, value $31,912,690.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 118,764 shares
    Change vs previous 13F +11,321 shares

    0.04% of the 13F portfolio, value $28,541,382.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 107,443 shares
    Change vs previous 13F +8,369 shares

    0.03% of the 13F portfolio, value $21,717,518.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 99,074 shares
    Change vs previous 13F +72,739 shares

    0.03% of the 13F portfolio, value $20,500,399.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 26,335 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,339,762.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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