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MTC Wealth Management LLC: IEMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MTC Wealth Management LLC on IEMG, newest first. How the timeline and the estimate are built.

MTC Wealth Management LLC held 94,923 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,923 shares
    Change vs previous 13F -2,095 shares

    3.53% of the 13F portfolio, value $7,863,454.

    13F-HR 0001821455-26-000006 filed by MTC Wealth 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 97,018 shares
    Change vs previous 13F -62,812 shares

    3.21% of the 13F portfolio, value $6,767,036.

    13F-HR 0001821455-26-000004 filed by MTC Wealth 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 159,830 shares
    Change vs previous 13F -4,818 shares

    5.04% of the 13F portfolio, value $10,743,802.

    13F-HR 0001821455-26-000002 filed by MTC Wealth 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 164,648 shares
    Change vs previous 13F -3,051 shares

    5.05% of the 13F portfolio, value $10,853,625.

    13F-HR 0001821455-25-000005 filed by MTC Wealth 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 167,699 shares
    Change vs previous 13F -4,162 shares

    4.84% of the 13F portfolio, value $10,066,997.

    13F-HR 0001667731-25-001014 filed by MTC Wealth 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 171,861 shares
    Change vs previous 13F -70,216 shares

    4.56% of the 13F portfolio, value $9,275,314.

    13F-HR 0001667731-25-000584 filed by MTC Wealth 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 242,077 shares
    Change vs previous 13F -53,207 shares

    6.09% of the 13F portfolio, value $12,641,237.

    13F-HR 0001667731-25-000181 filed by MTC Wealth 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 295,284 shares
    Change vs previous 13F not available

    7.66% of the 13F portfolio, value $16,952,239.

    13F-HR 0001667731-24-000680 filed by MTC Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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