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Disclosery

Mattern Wealth Management LLC: MSFT position timeline

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

Mattern Wealth Management LLC held 55,467 MSFT 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 55,467 shares
    Change vs previous 13F +4,352 shares

    3.4% of the 13F portfolio, value $20,690,147.

    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 51,115 shares
    Change vs previous 13F +350 shares

    3.69% of the 13F portfolio, value $18,921,364.

    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 50,765 shares
    Change vs previous 13F -472 shares

    4.73% of the 13F portfolio, value $24,550,738.

    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 51,237 shares
    Change vs previous 13F -4,533 shares

    5.3% of the 13F portfolio, value $26,538,212.

    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 55,770 shares
    Change vs previous 13F -1,914 shares

    5.77% of the 13F portfolio, value $27,740,759.

    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 57,684 shares
    Change vs previous 13F +319 shares

    4.79% of the 13F portfolio, value $21,654,158.

    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 57,365 shares
    Change vs previous 13F -3,225 shares

    5.33% of the 13F portfolio, value $24,179,153.

    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 60,590 shares
    Change vs previous 13F not available

    5.73% of the 13F portfolio, value $26,071,894.

    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).