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Disclosery

Mattern Wealth Management LLC: DFSD position timeline

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

Mattern Wealth Management LLC held 604,523 DFSD 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 604,523 shares
    Change vs previous 13F +1,149 shares

    4.74% of the 13F portfolio, value $28,865,977.

    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 603,374 shares
    Change vs previous 13F +8,061 shares

    5.63% of the 13F portfolio, value $28,889,551.

    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 595,313 shares
    Change vs previous 13F +33,150 shares

    5.49% of the 13F portfolio, value $28,545,263.

    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 562,163 shares
    Change vs previous 13F +7,715 shares

    5.41% of the 13F portfolio, value $27,090,639.

    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 554,448 shares
    Change vs previous 13F -25,029 shares

    5.54% of the 13F portfolio, value $26,619,053.

    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 579,477 shares
    Change vs previous 13F +22,912 shares

    6.09% of the 13F portfolio, value $27,536,751.

    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 556,565 shares
    Change vs previous 13F +7,888 shares

    5.76% of the 13F portfolio, value $26,091,771.

    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 548,677 shares
    Change vs previous 13F not available

    5.76% of the 13F portfolio, value $26,193,854.

    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).