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Disclosery

MTC Wealth Management LLC: IGSB position timeline

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

MTC Wealth Management LLC held 254,281 IGSB 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 254,281 shares
    Change vs previous 13F -1,139 shares

    5.98% of the 13F portfolio, value $13,326,890.

    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 255,420 shares
    Change vs previous 13F +21,976 shares

    6.38% of the 13F portfolio, value $13,424,857.

    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 233,444 shares
    Change vs previous 13F -1,742 shares

    5.79% of the 13F portfolio, value $12,344,515.

    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 235,186 shares
    Change vs previous 13F -1,508 shares

    5.81% of the 13F portfolio, value $12,471,925.

    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 236,694 shares
    Change vs previous 13F -7,791 shares

    6% of the 13F portfolio, value $12,487,986.

    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 244,485 shares
    Change vs previous 13F +173,271 shares

    6.29% of the 13F portfolio, value $12,803,671.

    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 71,214 shares
    Change vs previous 13F -617 shares

    1.77% of the 13F portfolio, value $3,681,759.

    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 71,831 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $3,782,605.

    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).