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Professional Financial Management, Inc.: MTBA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Professional Financial Management, Inc. on MTBA, newest first. How the timeline and the estimate are built.

Professional Financial Management, Inc. held 0 MTBA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -129,045 shares

    13F-HR 0002130270-26-000003 filed by Professional Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 129,045 shares
    Change vs previous 13F +7,795 shares

    6.64% of the 13F portfolio, value $6,382,566.

    13F-HR 0002130270-26-000002 filed by Professional Financial Management, Inc.
    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 121,250 shares
    Change vs previous 13F not available

    6.93% of the 13F portfolio, value $6,112,213.

    13F-HR 0002130270-26-000001 filed by Professional Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).