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Disclosery

Mattern Wealth Management LLC: COST position timeline

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

Mattern Wealth Management LLC held 6,258 COST 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 6,258 shares
    Change vs previous 13F +53 shares

    0.96% of the 13F portfolio, value $5,854,628.

    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 6,205 shares
    Change vs previous 13F +130 shares

    1.21% of the 13F portfolio, value $6,183,265.

    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 6,075 shares
    Change vs previous 13F +149 shares

    1.01% of the 13F portfolio, value $5,238,477.

    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 5,926 shares
    Change vs previous 13F -160 shares

    1.1% of the 13F portfolio, value $5,485,031.

    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 6,086 shares
    Change vs previous 13F +167 shares

    1.25% of the 13F portfolio, value $6,024,320.

    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 5,919 shares
    Change vs previous 13F +179 shares

    1.24% of the 13F portfolio, value $5,598,169.

    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 5,740 shares
    Change vs previous 13F -321 shares

    1.16% of the 13F portfolio, value $5,259,602.

    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 6,061 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $5,373,151.

    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).