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Disclosery

Mattern Wealth Management LLC: DFEM position timeline

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

Mattern Wealth Management LLC held 404,466 DFEM 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 404,466 shares
    Change vs previous 13F +97,247 shares

    2.7% of the 13F portfolio, value $16,437,479.

    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 307,219 shares
    Change vs previous 13F +14,192 shares

    2.07% of the 13F portfolio, value $10,614,400.

    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 293,027 shares
    Change vs previous 13F +10,593 shares

    1.87% of the 13F portfolio, value $9,693,317.

    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 282,434 shares
    Change vs previous 13F -3,228 shares

    1.81% of the 13F portfolio, value $9,057,643.

    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 285,662 shares
    Change vs previous 13F -143,263 shares

    1.76% of the 13F portfolio, value $8,478,434.

    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 428,925 shares
    Change vs previous 13F +19,811 shares

    2.51% of the 13F portfolio, value $11,349,343.

    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 409,114 shares
    Change vs previous 13F +60,759 shares

    2.36% of the 13F portfolio, value $10,714,683.

    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 348,355 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $9,806,180.

    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).