Skip to content
Disclosery

Mattern Wealth Management LLC: IVW position timeline

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

Mattern Wealth Management LLC held 27,280 IVW 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 27,280 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $3,751,797.

    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 27,280 shares
    Change vs previous 13F -848 shares

    0.6% of the 13F portfolio, value $3,085,623.

    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 28,128 shares
    Change vs previous 13F -479 shares

    0.67% of the 13F portfolio, value $3,467,038.

    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 28,607 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $3,453,418.

    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 28,607 shares
    Change vs previous 13F -108 shares

    0.66% of the 13F portfolio, value $3,149,614.

    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 28,715 shares
    Change vs previous 13F +474 shares

    0.59% of the 13F portfolio, value $2,665,599.

    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 28,241 shares
    Change vs previous 13F -568 shares

    0.63% of the 13F portfolio, value $2,867,293.

    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 28,809 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,758,447.

    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).