Skip to content
Disclosery

MTM Investment Management, LLC: XLK position timeline

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

MTM Investment Management, LLC held 18,662 XLK 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 18,662 shares
    Change vs previous 13F +116 shares

    1.01% of the 13F portfolio, value $3,555,547.

    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 18,546 shares
    Change vs previous 13F +12 shares

    0.78% of the 13F portfolio, value $2,464,708.

    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 18,534 shares
    Change vs previous 13F +9,075 shares

    0.85% of the 13F portfolio, value $2,668,330.

    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 9,459 shares
    Change vs previous 13F -3 shares

    0.85% of the 13F portfolio, value $2,665,990.

    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 9,462 shares
    Change vs previous 13F +9 shares

    0.8% of the 13F portfolio, value $2,396,119.

    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 9,453 shares
    Change vs previous 13F -92 shares

    0.76% of the 13F portfolio, value $1,966,154.

    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 9,545 shares
    Change vs previous 13F -159 shares

    0.85% of the 13F portfolio, value $2,219,404.

    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 9,704 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,186,191.

    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).