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Disclosery

MTM Investment Management, LLC: XLF position timeline

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

MTM Investment Management, LLC held 38,707 XLF 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 38,707 shares
    Change vs previous 13F +418 shares

    0.59% of the 13F portfolio, value $2,075,077.

    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 38,289 shares
    Change vs previous 13F +51 shares

    0.6% of the 13F portfolio, value $1,890,305.

    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 38,238 shares
    Change vs previous 13F +34 shares

    0.67% of the 13F portfolio, value $2,094,285.

    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 38,204 shares
    Change vs previous 13F -50 shares

    0.65% of the 13F portfolio, value $2,058,058.

    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 38,254 shares
    Change vs previous 13F -63 shares

    0.67% of the 13F portfolio, value $2,003,343.

    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 38,317 shares
    Change vs previous 13F -289 shares

    0.74% of the 13F portfolio, value $1,906,275.

    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 38,606 shares
    Change vs previous 13F +10 shares

    0.72% of the 13F portfolio, value $1,865,840.

    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 38,596 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,761,911.

    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).