Mattern Wealth Management LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mattern Wealth Management LLC on LLY, newest first. How the timeline and the estimate are built.
Mattern Wealth Management LLC held 2,534 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 2,534 sharesChange vs previous 13F -38 shares
0.5% of the 13F portfolio, value $3,039,356.
13F-HR 0001725547-26-000247 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,572 sharesChange vs previous 13F -10 shares
0.46% of the 13F portfolio, value $2,365,648.
13F-HR 0001725547-26-000157 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,582 sharesChange vs previous 13F -40 shares
0.53% of the 13F portfolio, value $2,774,824.
13F-HR 0001725547-26-000031 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,622 sharesChange vs previous 13F -200 shares
0.4% of the 13F portfolio, value $2,000,586.
13F-HR 0001725547-25-004127 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,822 sharesChange vs previous 13F +180 shares
0.46% of the 13F portfolio, value $2,199,834.
13F-HR 0001725547-25-003471 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,642 sharesChange vs previous 13F -215 shares
0.48% of the 13F portfolio, value $2,182,054.
13F-HR 0001725547-25-001445 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,857 sharesChange vs previous 13F -147 shares
0.49% of the 13F portfolio, value $2,205,604.
13F-HR 0001725547-25-000150 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,004 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $2,661,364.
13F-HR 0001725547-24-005962 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).