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MTM FINANCIAL GROUP, LLC: OCTJ position timeline

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

MTM FINANCIAL GROUP, LLC held 21,735 OCTJ 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 21,735 shares
    Change vs previous 13F -867 shares

    0.22% of the 13F portfolio, value $519,684.

    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 22,602 shares
    Change vs previous 13F -4,987 shares

    0.25% of the 13F portfolio, value $534,980.

    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 27,589 shares
    Change vs previous 13F -14,025 shares

    0.32% of the 13F portfolio, value $660,902.

    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 41,614 shares
    Change vs previous 13F -10,076 shares

    0.49% of the 13F portfolio, value $993,567.

    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 51,690 shares
    Change vs previous 13F -422 shares

    0.67% of the 13F portfolio, value $1,235,503.

    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 52,112 shares
    Change vs previous 13F -6,293 shares

    0.72% of the 13F portfolio, value $1,238,187.

    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 58,405 shares
    Change vs previous 13F +2,810 shares

    0.83% of the 13F portfolio, value $1,394,409.

    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 55,595 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,327,052.

    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).