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Disclosery

MTM Investment Management, LLC: IWF position timeline

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

MTM Investment Management, LLC held 50,651 IWF 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 50,651 shares
    Change vs previous 13F +38,095 shares

    1.79% of the 13F portfolio, value $6,289,300.

    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 12,556 shares
    Change vs previous 13F +55 shares

    1.7% of the 13F portfolio, value $5,353,978.

    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 12,501 shares
    Change vs previous 13F +68 shares

    1.89% of the 13F portfolio, value $5,916,614.

    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 12,433 shares
    Change vs previous 13F -15 shares

    1.85% of the 13F portfolio, value $5,823,897.

    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 12,448 shares
    Change vs previous 13F +129 shares

    1.78% of the 13F portfolio, value $5,285,143.

    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 12,319 shares
    Change vs previous 13F +154 shares

    1.73% of the 13F portfolio, value $4,482,462.

    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).

  7. period ended2024-12-31
    13F 12,165 shares
    Change vs previous 13F +65 shares

    1.88% of the 13F portfolio, value $4,885,244.

    13F-HR 0001398344-25-001393 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).

  8. period ended2024-09-30
    13F 12,100 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,534,328.

    13F-HR 0001398344-24-020363 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).