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Disclosery

Mattern Wealth Management LLC: DFIC position timeline

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

Mattern Wealth Management LLC held 1,021,560 DFIC 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 1,021,560 shares
    Change vs previous 13F +39,256 shares

    6.25% of the 13F portfolio, value $38,063,331.

    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 982,304 shares
    Change vs previous 13F +13,290 shares

    6.81% of the 13F portfolio, value $34,901,267.

    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 969,014 shares
    Change vs previous 13F +20,672 shares

    6.43% of the 13F portfolio, value $33,392,228.

    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 948,342 shares
    Change vs previous 13F +48,272 shares

    6.21% of the 13F portfolio, value $31,096,139.

    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 900,070 shares
    Change vs previous 13F +176,746 shares

    5.82% of the 13F portfolio, value $27,983,181.

    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 723,324 shares
    Change vs previous 13F +10,756 shares

    4.44% of the 13F portfolio, value $20,086,712.

    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 712,568 shares
    Change vs previous 13F +90,329 shares

    4.06% of the 13F portfolio, value $18,416,324.

    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 622,239 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $17,509,792.

    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).