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MTM FINANCIAL GROUP, LLC: SPHQ position timeline

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

MTM FINANCIAL GROUP, LLC held 28,669 SPHQ 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 28,669 shares
    Change vs previous 13F +4,723 shares

    1.11% of the 13F portfolio, value $2,583,052.

    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 23,946 shares
    Change vs previous 13F +3,938 shares

    0.85% of the 13F portfolio, value $1,800,529.

    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 20,008 shares
    Change vs previous 13F +5,318 shares

    0.72% of the 13F portfolio, value $1,501,619.

    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 14,690 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,076,627.

    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).