MTM Investment Management, LLC: IBDS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MTM Investment Management, LLC on IBDS, newest first. How the timeline and the estimate are built.
MTM Investment Management, LLC held 111,385 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 111,385 sharesChange vs previous 13F -3,381 shares
0.77% of the 13F portfolio, value $2,697,747.
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 114,766 sharesChange vs previous 13F +10,378 shares
0.88% of the 13F portfolio, value $2,781,917.
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 104,388 sharesChange vs previous 13F +37,017 shares
0.81% of the 13F portfolio, value $2,534,531.
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 67,371 sharesChange vs previous 13F +19,771 shares
0.52% of the 13F portfolio, value $1,639,822.
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 47,600 sharesChange vs previous 13F +26,055 shares
0.39% of the 13F portfolio, value $1,155,252.
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 21,545 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $519,450.
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).