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Disclosery

Mattern Wealth Management LLC: IWM position timeline

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

Mattern Wealth Management LLC held 4,237 IWM 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 4,237 shares
    Change vs previous 13F +17 shares

    0.21% of the 13F portfolio, value $1,273,135.

    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 4,220 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,046,666.

    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 4,220 shares
    Change vs previous 13F -32 shares

    0.2% of the 13F portfolio, value $1,038,901.

    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 4,252 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,028,917.

    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 4,252 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $917,631.

    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 4,252 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $848,317.

    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 4,252 shares
    Change vs previous 13F -25 shares

    0.21% of the 13F portfolio, value $939,616.

    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 4,277 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $944,841.

    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).