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Mattern Wealth Management LLC: AAPL position timeline

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

Mattern Wealth Management LLC held 74,854 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,854 shares
    Change vs previous 13F +3,803 shares

    3.55% of the 13F portfolio, value $21,659,809.

    13F-HR 0001725547-26-000247 filed by Mattern Wealth 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 71,051 shares
    Change vs previous 13F -1,113 shares

    3.52% of the 13F portfolio, value $18,032,090.

    13F-HR 0001725547-26-000157 filed by Mattern Wealth 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 72,164 shares
    Change vs previous 13F -962 shares

    3.78% of the 13F portfolio, value $19,618,469.

    13F-HR 0001725547-26-000031 filed by Mattern Wealth 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 73,126 shares
    Change vs previous 13F -923 shares

    3.72% of the 13F portfolio, value $18,620,136.

    13F-HR 0001725547-25-004127 filed by Mattern Wealth 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 74,049 shares
    Change vs previous 13F -17,785 shares

    3.16% of the 13F portfolio, value $15,192,598.

    13F-HR 0001725547-25-003471 filed by Mattern Wealth 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 91,834 shares
    Change vs previous 13F -10,974 shares

    4.51% of the 13F portfolio, value $20,399,055.

    13F-HR 0001725547-25-001445 filed by Mattern Wealth 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 102,808 shares
    Change vs previous 13F -7,086 shares

    5.68% of the 13F portfolio, value $25,745,300.

    13F-HR 0001725547-25-000150 filed by Mattern Wealth 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 109,894 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $25,605,241.

    13F-HR 0001725547-24-005962 filed by Mattern Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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