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
- period ended2026-06-3013F 384,379 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 368,296 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 349,900 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 313,725 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 305,510 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 301,847 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 281,234 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 268,835 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).