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Disclosery

Mattern Wealth Management LLC: DFNM position timeline

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

Mattern Wealth Management LLC held 548,877 DFNM 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 548,877 shares
    Change vs previous 13F +18,629 shares

    4.35% of the 13F portfolio, value $26,529,970.

    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 530,248 shares
    Change vs previous 13F -826 shares

    4.96% of the 13F portfolio, value $25,414,801.

    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 531,074 shares
    Change vs previous 13F +1,780 shares

    4.92% of the 13F portfolio, value $25,581,811.

    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 529,294 shares
    Change vs previous 13F -24,570 shares

    5.07% of the 13F portfolio, value $25,395,507.

    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 553,864 shares
    Change vs previous 13F +238,523 shares

    5.47% of the 13F portfolio, value $26,269,784.

    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 315,341 shares
    Change vs previous 13F +22,253 shares

    3.32% of the 13F portfolio, value $15,000,786.

    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 293,088 shares
    Change vs previous 13F +10,968 shares

    3.09% of the 13F portfolio, value $14,000,816.

    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 282,120 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $13,694,110.

    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).