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MATTERN CAPITAL MANAGEMENT, LLC: CMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATTERN CAPITAL MANAGEMENT, LLC on CMS, newest first. How the timeline and the estimate are built.

MATTERN CAPITAL MANAGEMENT, LLC held 150,896 CMS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,896 shares
    Change vs previous 13F -8,764 shares

    1.35% of the 13F portfolio, value $11,543,544.

    13F-HR 0001725547-26-000252 filed by MATTERN CAPITAL 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 159,660 shares
    Change vs previous 13F +38,952 shares

    1.48% of the 13F portfolio, value $12,386,423.

    13F-HR 0001725547-26-000166 filed by MATTERN CAPITAL 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 120,708 shares
    Change vs previous 13F +2,126 shares

    1% of the 13F portfolio, value $8,441,110.

    13F-HR 0001725547-26-000059 filed by MATTERN CAPITAL 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 118,582 shares
    Change vs previous 13F +219 shares

    1.02% of the 13F portfolio, value $8,687,317.

    13F-HR 0001725547-25-004185 filed by MATTERN CAPITAL 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 118,363 shares
    Change vs previous 13F +1,367 shares

    0.99% of the 13F portfolio, value $8,200,189.

    13F-HR 0001725547-25-003493 filed by MATTERN CAPITAL 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 116,996 shares
    Change vs previous 13F -3,925 shares

    1.12% of the 13F portfolio, value $8,787,570.

    13F-HR 0001725547-25-001447 filed by MATTERN CAPITAL 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 120,921 shares
    Change vs previous 13F -2,551 shares

    1.05% of the 13F portfolio, value $8,059,385.

    13F-HR 0001725547-25-000291 filed by MATTERN CAPITAL 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 123,472 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $8,720,827.

    13F-HR 0001725547-24-005983 filed by MATTERN CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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