There seem to be confirmed sources saying multiple things.
I called on Friday to check the status of a late May individual F4 form (still pending), while I was on I asked the person at the NFA branch what the deal was with these June and July approvals, whether there was a new process being applied or what. I expected to get blown off, but after a little hemming and hawing, she basically said that there was no new process, there was a pull from later in the stack, with the intent to bring down average wait times.
I figured it might be something like that, but didn't really expect anyone to admit it as it's more or less cheating to show better numbers for a key metric they are reporting up. Of course, I'm sure it wasn't the call of the lady answering the phone, she's just stuck between management and tax payers trying to figure out what the hell is going on.