Current Market Value 297,688,496
Current Holdings 731
Most Recent File Date 2025-08-08
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by MTM Investment Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 731 297,688
2025-05-01 2025-03-31 13F-HR 280 258,675
2025-01-29 2024-12-31 13F-HR 266 259,915
2024-11-08 2024-09-30 13F-HR 270 256,888
2024-07-25 2024-06-30 13F-HR 265 244,020
2024-04-25 2024-03-31 13F-HR 287 242,408
2024-01-16 2023-12-31 13F-HR 257 218,840
2023-10-26 2023-09-30 13F-HR 252 198,037
2023-07-28 2023-06-30 13F-HR 262 204,855
2023-05-03 2023-03-31 13F-HR 262 194,775
2023-02-07 2022-12-31 13F-HR 267 192,622
2022-10-28 2022-09-30 13F-HR 262 176,127
2022-08-10 2022-06-30 13F-HR 270 185,132
2022-05-02 2022-03-31 13F-HR 278 206,647
2022-02-08 2021-12-31 13F-HR 288 210,427
2021-10-22 2021-09-30 13F-HR 268 184,137
2021-07-20 2021-06-30 13F-HR 262 191,106
2021-04-19 2021-03-31 13F-HR 255 177,463
2021-01-27 2020-12-31 13F-HR 229 161,871