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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

  1. period ended2026-06-30
    13F 111,385 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 114,766 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 104,388 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 67,371 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 47,600 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,545 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).