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Disclosery

Mattern Wealth Management LLC: BX position timeline

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

Mattern Wealth Management LLC held 7,437 BX 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 7,437 shares
    Change vs previous 13F +5,225 shares

    0.14% of the 13F portfolio, value $875,112.

    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 2,212 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $254,358.

    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 2,213 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $341,048.

    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 2,213 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $378,020.

    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 2,213 shares
    Change vs previous 13F +60 shares

    0.07% of the 13F portfolio, value $330,958.

    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 2,153 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $300,888.

    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 2,228 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $384,080.

    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 2,228 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $341,110.

    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).