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Disclosery

Mattern Wealth Management LLC: DFIV position timeline

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

Mattern Wealth Management LLC held 216,224 DFIV 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 216,224 shares
    Change vs previous 13F +73,292 shares

    1.92% of the 13F portfolio, value $11,680,444.

    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 142,932 shares
    Change vs previous 13F +1,575 shares

    1.47% of the 13F portfolio, value $7,543,974.

    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 141,357 shares
    Change vs previous 13F +6,862 shares

    1.36% of the 13F portfolio, value $7,053,736.

    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 134,495 shares
    Change vs previous 13F +4,087 shares

    1.24% of the 13F portfolio, value $6,202,889.

    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 130,408 shares
    Change vs previous 13F +41,057 shares

    1.16% of the 13F portfolio, value $5,585,355.

    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 89,351 shares
    Change vs previous 13F +9,770 shares

    0.78% of the 13F portfolio, value $3,516,838.

    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 79,581 shares
    Change vs previous 13F -1,865 shares

    0.62% of the 13F portfolio, value $2,823,518.

    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 81,446 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,101,480.

    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).