MTM Investment Management, LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MTM Investment Management, LLC on BRK-B, newest first. How the timeline and the estimate are built.
MTM Investment Management, LLC held 2,745 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 2,745 sharesChange vs previous 13F +62 shares
0.39% of the 13F portfolio, value $1,373,571.
13F-HR 0001398344-26-013346 filed by MTM Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,683 sharesChange vs previous 13F +102 shares
0.41% of the 13F portfolio, value $1,285,694.
13F-HR 0001398344-26-008606 filed by MTM Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,581 sharesChange vs previous 13F -1,165 shares
0.41% of the 13F portfolio, value $1,297,340.
13F-HR 0001398344-26-002527 filed by MTM Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,746 sharesChange vs previous 13F +100 shares
0.6% of the 13F portfolio, value $1,883,264.
13F-HR 0001398344-25-020204 filed by MTM Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,646 sharesChange vs previous 13F +118 shares
0.59% of the 13F portfolio, value $1,771,117.
13F-HR 0001398344-25-014865 filed by MTM Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,528 sharesChange vs previous 13F -9 shares
0.73% of the 13F portfolio, value $1,880,389.
13F-HR 0001398344-25-008455 filed by MTM Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,537 sharesChange vs previous 13F +324 shares
0.62% of the 13F portfolio, value $1,603,129.
13F-HR 0001398344-25-001393 filed by MTM Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,213 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $1,483,328.
13F-HR 0001398344-24-020363 filed by MTM Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).