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Mattern Wealth Management LLC: AVSF position timeline

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

Mattern Wealth Management LLC held 191,929 AVSF 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 191,929 shares
    Change vs previous 13F -13,329 shares

    1.47% of the 13F portfolio, value $8,937,747.

    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 205,258 shares
    Change vs previous 13F +11,298 shares

    1.87% of the 13F portfolio, value $9,606,052.

    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 193,960 shares
    Change vs previous 13F +16,702 shares

    1.76% of the 13F portfolio, value $9,132,584.

    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 177,258 shares
    Change vs previous 13F -11,436 shares

    1.67% of the 13F portfolio, value $8,369,075.

    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 188,694 shares
    Change vs previous 13F -10,462 shares

    1.85% of the 13F portfolio, value $8,874,282.

    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 199,156 shares
    Change vs previous 13F +16,258 shares

    2.06% of the 13F portfolio, value $9,308,573.

    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 182,898 shares
    Change vs previous 13F +5,892 shares

    1.86% of the 13F portfolio, value $8,438,896.

    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 177,006 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $8,342,299.

    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).