Mattern Wealth Management LLC: QQQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mattern Wealth Management LLC on QQQ, newest first. How the timeline and the estimate are built.
Mattern Wealth Management LLC held 35,150 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 35,150 sharesChange vs previous 13F +4,287 shares
4.25% of the 13F portfolio, value $25,885,075.
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 30,863 sharesChange vs previous 13F -267 shares
3.47% of the 13F portfolio, value $17,813,409.
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 31,130 sharesChange vs previous 13F -80 shares
3.68% of the 13F portfolio, value $19,123,367.
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 31,210 sharesChange vs previous 13F +810 shares
3.74% of the 13F portfolio, value $18,738,396.
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 30,400 sharesChange vs previous 13F +2,578 shares
3.49% of the 13F portfolio, value $16,770,582.
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 27,822 sharesChange vs previous 13F -2,070 shares
2.89% of the 13F portfolio, value $13,046,330.
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 29,892 sharesChange vs previous 13F +738 shares
3.37% of the 13F portfolio, value $15,281,728.
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 29,154 sharesChange vs previous 13F not available
3.13% of the 13F portfolio, value $14,229,114.
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).