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Disclosery

MTM Investment Management, LLC: WFC position timeline

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

MTM Investment Management, LLC held 19,173 WFC 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 19,173 shares
    Change vs previous 13F +31 shares

    0.45% of the 13F portfolio, value $1,584,490.

    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 19,142 shares
    Change vs previous 13F +5,036 shares

    0.48% of the 13F portfolio, value $1,523,921.

    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 14,106 shares
    Change vs previous 13F -670 shares

    0.42% of the 13F portfolio, value $1,314,645.

    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 14,776 shares
    Change vs previous 13F -5 shares

    0.39% of the 13F portfolio, value $1,238,549.

    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 14,781 shares
    Change vs previous 13F +5 shares

    0.4% of the 13F portfolio, value $1,184,254.

    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 14,776 shares
    Change vs previous 13F +5 shares

    0.41% of the 13F portfolio, value $1,053,658.

    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 14,771 shares
    Change vs previous 13F +5 shares

    0.4% of the 13F portfolio, value $1,037,496.

    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 14,766 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $841,055.

    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).