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Mattern Wealth Management LLC: DFGX position timeline

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

Mattern Wealth Management LLC held 384,379 DFGX 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 384,379 shares
    Change vs previous 13F +16,083 shares

    3.38% of the 13F portfolio, value $20,600,716.

    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 368,296 shares
    Change vs previous 13F +18,396 shares

    3.77% of the 13F portfolio, value $19,317,309.

    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 349,900 shares
    Change vs previous 13F +36,175 shares

    3.55% of the 13F portfolio, value $18,416,987.

    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 313,725 shares
    Change vs previous 13F +8,215 shares

    3.38% of the 13F portfolio, value $16,928,601.

    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 305,510 shares
    Change vs previous 13F +3,663 shares

    3.39% of the 13F portfolio, value $16,302,014.

    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 301,847 shares
    Change vs previous 13F +20,613 shares

    3.49% of the 13F portfolio, value $15,771,506.

    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 281,234 shares
    Change vs previous 13F +12,399 shares

    3.25% of the 13F portfolio, value $14,714,163.

    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 268,835 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $14,546,662.

    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).