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Disclosery

Mattern Wealth Management LLC: CB position timeline

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

Mattern Wealth Management LLC held 3,481 CB 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 3,481 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,186,190.

    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 3,481 shares
    Change vs previous 13F -56 shares

    0.22% of the 13F portfolio, value $1,134,633.

    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 3,537 shares
    Change vs previous 13F -29 shares

    0.21% of the 13F portfolio, value $1,103,950.

    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 3,566 shares
    Change vs previous 13F -696 shares

    0.2% of the 13F portfolio, value $1,006,487.

    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 4,262 shares
    Change vs previous 13F -52 shares

    0.26% of the 13F portfolio, value $1,234,806.

    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 4,314 shares
    Change vs previous 13F -6,208 shares

    0.29% of the 13F portfolio, value $1,302,918.

    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 10,522 shares
    Change vs previous 13F -169 shares

    0.64% of the 13F portfolio, value $2,907,263.

    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 10,691 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,083,264.

    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).