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Mattern Wealth Management LLC: ADI position timeline

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

Mattern Wealth Management LLC held 9,385 ADI 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 9,385 shares
    Change vs previous 13F +235 shares

    0.61% of the 13F portfolio, value $3,727,592.

    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 9,150 shares
    Change vs previous 13F -198 shares

    0.57% of the 13F portfolio, value $2,910,965.

    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 9,348 shares
    Change vs previous 13F -29 shares

    0.49% of the 13F portfolio, value $2,535,231.

    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 9,377 shares
    Change vs previous 13F -1 shares

    0.46% of the 13F portfolio, value $2,303,977.

    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 9,378 shares
    Change vs previous 13F -1,010 shares

    0.46% of the 13F portfolio, value $2,232,123.

    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 10,388 shares
    Change vs previous 13F -778 shares

    0.46% of the 13F portfolio, value $2,094,879.

    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 11,166 shares
    Change vs previous 13F -1,203 shares

    0.52% of the 13F portfolio, value $2,372,289.

    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 12,369 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,846,868.

    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).