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Disclosery

MTM Investment Management, LLC: XLU position timeline

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

MTM Investment Management, LLC held 400 XLU 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 400 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $18,136.

    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 400 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $18,356.

    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 400 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $17,076.

    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 200 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $17,442.

    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 200 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $16,332.

    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 200 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $15,810.

    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 315 shares
    Change vs previous 13F -111 shares

    0.01% of the 13F portfolio, value $23,842.

    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 426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $34,645.

    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).