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MTM FINANCIAL GROUP, LLC: AOCT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MTM FINANCIAL GROUP, LLC on AOCT, newest first. How the timeline and the estimate are built.

MTM FINANCIAL GROUP, LLC held 17,860 AOCT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,860 shares
    Change vs previous 13F +88 shares

    0.21% of the 13F portfolio, value $488,560.

    13F-HR 0002085853-26-000870 filed by MTM FINANCIAL GROUP, 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 17,772 shares
    Change vs previous 13F -242 shares

    0.22% of the 13F portfolio, value $470,176.

    13F-HR 0002085853-26-000642 filed by MTM FINANCIAL GROUP, 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 18,014 shares
    Change vs previous 13F +148 shares

    0.23% of the 13F portfolio, value $478,627.

    13F-HR 0002085853-26-000641 filed by MTM FINANCIAL GROUP, 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 17,866 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $469,111.

    13F-HR 0002085853-26-000640 filed by MTM FINANCIAL GROUP, 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 17,866 shares
    Change vs previous 13F +176 shares

    0.25% of the 13F portfolio, value $459,388.

    13F-HR 0002085853-26-000639 filed by MTM FINANCIAL GROUP, 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 17,690 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $439,213.

    13F-HR 0002085853-26-000638 filed by MTM FINANCIAL GROUP, 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 17,690 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $439,773.

    13F-HR 0002085853-26-000637 filed by MTM FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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