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MTM FINANCIAL GROUP, LLC: ZALT position timeline

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

MTM FINANCIAL GROUP, LLC held 90,907 ZALT 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 90,907 shares
    Change vs previous 13F +411 shares

    1.32% of the 13F portfolio, value $3,079,020.

    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 90,496 shares
    Change vs previous 13F +3,270 shares

    1.38% of the 13F portfolio, value $2,937,500.

    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 87,226 shares
    Change vs previous 13F -2,545 shares

    1.36% of the 13F portfolio, value $2,840,951.

    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 89,771 shares
    Change vs previous 13F +924 shares

    1.41% of the 13F portfolio, value $2,861,899.

    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 88,847 shares
    Change vs previous 13F +131 shares

    1.49% of the 13F portfolio, value $2,736,488.

    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 88,716 shares
    Change vs previous 13F +7,077 shares

    1.54% of the 13F portfolio, value $2,641,075.

    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 81,639 shares
    Change vs previous 13F +1,420 shares

    1.45% of the 13F portfolio, value $2,429,577.

    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 80,219 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,346,406.

    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).