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Mattern Wealth Management LLC: ET position timeline

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

Mattern Wealth Management LLC held 64,522 ET 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 64,522 shares
    Change vs previous 13F +15,750 shares

    0.2% of the 13F portfolio, value $1,233,663.

    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 48,772 shares
    Change vs previous 13F +2,000 shares

    0.18% of the 13F portfolio, value $941,302.

    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 46,772 shares
    Change vs previous 13F +2,350 shares

    0.15% of the 13F portfolio, value $771,273.

    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 44,422 shares
    Change vs previous 13F +2,900 shares

    0.15% of the 13F portfolio, value $762,284.

    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 41,522 shares
    Change vs previous 13F -3,500 shares

    0.16% of the 13F portfolio, value $752,797.

    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 45,022 shares
    Change vs previous 13F +1,934 shares

    0.19% of the 13F portfolio, value $836,962.

    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 43,088 shares
    Change vs previous 13F +3,400 shares

    0.19% of the 13F portfolio, value $844,097.

    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 39,688 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $636,995.

    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).