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Disclosery

MTM Investment Management, LLC: XLV position timeline

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

MTM Investment Management, LLC held 23,006 XLV 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 23,006 shares
    Change vs previous 13F +261 shares

    1.04% of the 13F portfolio, value $3,650,129.

    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 22,745 shares
    Change vs previous 13F +194 shares

    1.06% of the 13F portfolio, value $3,334,636.

    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 22,551 shares
    Change vs previous 13F +421 shares

    1.11% of the 13F portfolio, value $3,490,874.

    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 22,130 shares
    Change vs previous 13F -156 shares

    0.98% of the 13F portfolio, value $3,079,852.

    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 22,286 shares
    Change vs previous 13F +913 shares

    1.01% of the 13F portfolio, value $3,003,960.

    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 21,373 shares
    Change vs previous 13F -25 shares

    1.18% of the 13F portfolio, value $3,063,635.

    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 21,398 shares
    Change vs previous 13F +28 shares

    1.13% of the 13F portfolio, value $2,943,678.

    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 21,370 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $3,240,556.

    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).