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Disclosery

Mattern Wealth Management LLC: IVV position timeline

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

Mattern Wealth Management LLC held 5,325 IVV 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 5,325 shares
    Change vs previous 13F +79 shares

    0.65% of the 13F portfolio, value $3,988,089.

    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 5,246 shares
    Change vs previous 13F -240 shares

    0.67% of the 13F portfolio, value $3,426,957.

    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 5,486 shares
    Change vs previous 13F +67 shares

    0.72% of the 13F portfolio, value $3,757,809.

    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 5,419 shares
    Change vs previous 13F -156 shares

    0.72% of the 13F portfolio, value $3,627,160.

    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 5,575 shares
    Change vs previous 13F -13 shares

    0.72% of the 13F portfolio, value $3,461,314.

    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 5,588 shares
    Change vs previous 13F +30 shares

    0.69% of the 13F portfolio, value $3,139,713.

    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 5,558 shares
    Change vs previous 13F -71 shares

    0.72% of the 13F portfolio, value $3,271,690.

    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 5,629 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,246,731.

    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).