Mattern Wealth Management LLC: AMT position timeline

Mattern Wealth Management LLC held 1,979 AMT 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 1,979 shares

   Change vs previous 13F -702 shares

   0.05% of the 13F portfolio, value $323,775.

   13F-HR 0001725547-26-000247 filed by Mattern Wealth Management LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,681 shares

   Change vs previous 13F -45 shares

   0.09% of the 13F portfolio, value $462,738.

   13F-HR 0001725547-26-000157 filed by Mattern Wealth Management LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,726 shares

   Change vs previous 13F -444 shares

   0.09% of the 13F portfolio, value $478,638.

   13F-HR 0001725547-26-000031 filed by Mattern Wealth Management LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,170 shares

   Change vs previous 13F -15 shares

   0.12% of the 13F portfolio, value $609,721.

   13F-HR 0001725547-25-004127 filed by Mattern Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,185 shares

   Change vs previous 13F -34 shares

   0.15% of the 13F portfolio, value $704,074.

   13F-HR 0001725547-25-003471 filed by Mattern Wealth Management LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 3,219 shares

   Change vs previous 13F -315 shares

   0.15% of the 13F portfolio, value $700,379.

   13F-HR 0001725547-25-001445 filed by Mattern Wealth Management LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,534 shares

   Change vs previous 13F -830 shares

   0.14% of the 13F portfolio, value $648,129.

   13F-HR 0001725547-25-000150 filed by Mattern Wealth Management LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,364 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $1,014,872.

   13F-HR 0001725547-24-005962 filed by Mattern Wealth Management LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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