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MTM FINANCIAL GROUP, LLC: PFEB position timeline

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

MTM FINANCIAL GROUP, LLC held 84,345 PFEB 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 84,345 shares
    Change vs previous 13F -816 shares

    1.56% of the 13F portfolio, value $3,631,896.

    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 85,161 shares
    Change vs previous 13F +1,215 shares

    1.6% of the 13F portfolio, value $3,414,956.

    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 83,946 shares
    Change vs previous 13F -2,605 shares

    1.63% of the 13F portfolio, value $3,418,189.

    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 86,551 shares
    Change vs previous 13F -920 shares

    1.69% of the 13F portfolio, value $3,435,209.

    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 87,471 shares
    Change vs previous 13F -285 shares

    1.81% of the 13F portfolio, value $3,324,773.

    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 87,756 shares
    Change vs previous 13F +13,389 shares

    1.84% of the 13F portfolio, value $3,143,420.

    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 74,367 shares
    Change vs previous 13F -1,313 shares

    1.64% of the 13F portfolio, value $2,736,706.

    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 75,680 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $2,727,507.

    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).