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Disclosery

Mattern Wealth Management LLC: AVUS position timeline

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

Mattern Wealth Management LLC held 379,466 AVUS 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 379,466 shares
    Change vs previous 13F +11,761 shares

    7.98% of the 13F portfolio, value $48,602,029.

    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 367,705 shares
    Change vs previous 13F +3,777 shares

    7.97% of the 13F portfolio, value $40,881,460.

    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 363,928 shares
    Change vs previous 13F +9,351 shares

    7.83% of the 13F portfolio, value $40,679,922.

    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 354,577 shares
    Change vs previous 13F +6,560 shares

    7.69% of the 13F portfolio, value $38,542,511.

    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 348,017 shares
    Change vs previous 13F +67,620 shares

    7.3% of the 13F portfolio, value $35,087,085.

    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 280,397 shares
    Change vs previous 13F +108,546 shares

    5.73% of the 13F portfolio, value $25,903,088.

    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 171,851 shares
    Change vs previous 13F -595 shares

    3.67% of the 13F portfolio, value $16,657,481.

    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 172,446 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $16,408,199.

    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).