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Disclosery

Mattern Wealth Management LLC: DFAU position timeline

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

Mattern Wealth Management LLC held 161,282 DFAU 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 161,282 shares
    Change vs previous 13F +10,000 shares

    1.37% of the 13F portfolio, value $8,336,692.

    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 151,282 shares
    Change vs previous 13F +789 shares

    1.33% of the 13F portfolio, value $6,825,866.

    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 150,493 shares
    Change vs previous 13F -518 shares

    1.36% of the 13F portfolio, value $7,043,095.

    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 151,011 shares
    Change vs previous 13F +1,785 shares

    1.38% of the 13F portfolio, value $6,910,286.

    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 149,226 shares
    Change vs previous 13F +3,302 shares

    1.32% of the 13F portfolio, value $6,321,234.

    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 145,924 shares
    Change vs previous 13F -2,028 shares

    1.24% of the 13F portfolio, value $5,609,337.

    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 147,952 shares
    Change vs previous 13F +2,330 shares

    1.32% of the 13F portfolio, value $5,990,593.

    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 145,622 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $5,779,753.

    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).