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MTM FINANCIAL GROUP, LLC: JULJ position timeline

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

MTM FINANCIAL GROUP, LLC held 32,604 JULJ 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 32,604 shares
    Change vs previous 13F -2,649 shares

    0.35% of the 13F portfolio, value $808,253.

    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 35,253 shares
    Change vs previous 13F -5,560 shares

    0.41% of the 13F portfolio, value $873,368.

    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 40,813 shares
    Change vs previous 13F -18,578 shares

    0.49% of the 13F portfolio, value $1,017,060.

    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 59,391 shares
    Change vs previous 13F -5,038 shares

    0.73% of the 13F portfolio, value $1,483,884.

    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 64,429 shares
    Change vs previous 13F -2,770 shares

    0.87% of the 13F portfolio, value $1,599,450.

    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 67,199 shares
    Change vs previous 13F -2,148 shares

    0.98% of the 13F portfolio, value $1,669,559.

    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 69,347 shares
    Change vs previous 13F -40 shares

    1.03% of the 13F portfolio, value $1,727,781.

    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 69,387 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,730,880.

    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).