Mattern Wealth Management LLC: BDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mattern Wealth Management LLC on BDX, newest first. How the timeline and the estimate are built.
Mattern Wealth Management LLC held 2,450 BDX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 2,450 sharesChange vs previous 13F +2,450 shares
0.06% of the 13F portfolio, value $370,807.
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 ended2025-06-3013F 0 sharesChange vs previous 13F -1,247 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 1,247 sharesChange vs previous 13F -1,021 shares
0.06% of the 13F portfolio, value $285,656.
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 2,268 sharesChange vs previous 13F -254 shares
0.11% of the 13F portfolio, value $514,506.
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 2,522 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $608,063.
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).