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
- period ended2026-06-3013F 191,929 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 205,258 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 193,960 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 177,258 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 188,694 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 199,156 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 182,898 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 177,006 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).