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Disclosery

Mattern Wealth Management LLC: DUSB position timeline

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

Mattern Wealth Management LLC held 154,640 DUSB 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 154,640 shares
    Change vs previous 13F +8,160 shares

    1.29% of the 13F portfolio, value $7,852,619.

    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 146,480 shares
    Change vs previous 13F -9,466 shares

    1.45% of the 13F portfolio, value $7,428,001.

    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 155,946 shares
    Change vs previous 13F +8,432 shares

    1.52% of the 13F portfolio, value $7,898,665.

    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 147,514 shares
    Change vs previous 13F +17,025 shares

    1.5% of the 13F portfolio, value $7,490,761.

    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 130,489 shares
    Change vs previous 13F +64,954 shares

    1.38% of the 13F portfolio, value $6,622,317.

    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 65,535 shares
    Change vs previous 13F +25,914 shares

    0.74% of the 13F portfolio, value $3,324,591.

    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 39,621 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,004,426.

    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).