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Disclosery

Mattern Wealth Management LLC: DFAC position timeline

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

Mattern Wealth Management LLC held 1,895,431 DFAC 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 1,895,431 shares
    Change vs previous 13F +42,190 shares

    13.8% of the 13F portfolio, value $84,081,329.

    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 1,853,241 shares
    Change vs previous 13F +19,860 shares

    14.04% of the 13F portfolio, value $72,016,954.

    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 1,833,381 shares
    Change vs previous 13F +30,752 shares

    13.97% of the 13F portfolio, value $72,583,561.

    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 1,802,629 shares
    Change vs previous 13F -9,914 shares

    13.88% of the 13F portfolio, value $69,527,386.

    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 1,812,543 shares
    Change vs previous 13F +75,653 shares

    13.52% of the 13F portfolio, value $64,961,543.

    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 1,736,890 shares
    Change vs previous 13F +108,446 shares

    12.68% of the 13F portfolio, value $57,300,002.

    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 1,628,444 shares
    Change vs previous 13F +67,848 shares

    12.42% of the 13F portfolio, value $56,327,880.

    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 1,560,596 shares
    Change vs previous 13F not available

    11.76% of the 13F portfolio, value $53,512,844.

    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).