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MTM FINANCIAL GROUP, LLC: QQQ position timeline

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

MTM FINANCIAL GROUP, LLC held 25,394 QQQ 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 25,394 shares
    Change vs previous 13F +105 shares

    8.01% of the 13F portfolio, value $18,700,161.

    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 25,289 shares
    Change vs previous 13F +1,400 shares

    6.81% of the 13F portfolio, value $14,499,505.

    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 23,889 shares
    Change vs previous 13F +1,272 shares

    6.96% of the 13F portfolio, value $14,571,981.

    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 22,617 shares
    Change vs previous 13F +3,579 shares

    6.64% of the 13F portfolio, value $13,477,473.

    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 19,038 shares
    Change vs previous 13F +714 shares

    5.65% of the 13F portfolio, value $10,409,406.

    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 18,324 shares
    Change vs previous 13F +920 shares

    4.98% of the 13F portfolio, value $8,513,720.

    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 17,404 shares
    Change vs previous 13F +151 shares

    5.27% of the 13F portfolio, value $8,811,332.

    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 17,253 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $8,338,920.

    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).