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MTM FINANCIAL GROUP, LLC: BALT position timeline

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

MTM FINANCIAL GROUP, LLC held 788,610 BALT 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 788,610 shares
    Change vs previous 13F +1,002 shares

    11.58% of the 13F portfolio, value $27,025,665.

    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 787,608 shares
    Change vs previous 13F +9,040 shares

    12.37% of the 13F portfolio, value $26,357,302.

    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 778,568 shares
    Change vs previous 13F +22,575 shares

    12.46% of the 13F portfolio, value $26,089,814.

    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 755,993 shares
    Change vs previous 13F +17,108 shares

    12.23% of the 13F portfolio, value $24,811,690.

    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 738,885 shares
    Change vs previous 13F +13,138 shares

    12.87% of the 13F portfolio, value $23,703,431.

    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 725,747 shares
    Change vs previous 13F +43,352 shares

    13.32% of the 13F portfolio, value $22,773,941.

    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 682,395 shares
    Change vs previous 13F +19,293 shares

    12.82% of the 13F portfolio, value $21,440,851.

    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).

  8. period ended2024-09-30
    13F 663,102 shares
    Change vs previous 13F not available

    12.49% of the 13F portfolio, value $20,443,435.

    13F-HR 0002085853-26-000636 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).