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Disclosery

Mattern Wealth Management LLC: QUAL position timeline

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

Mattern Wealth Management LLC held 8,226 QUAL 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 8,226 shares
    Change vs previous 13F -104 shares

    0.3% of the 13F portfolio, value $1,805,017.

    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 8,330 shares
    Change vs previous 13F -292 shares

    0.31% of the 13F portfolio, value $1,597,765.

    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 8,622 shares
    Change vs previous 13F -292 shares

    0.33% of the 13F portfolio, value $1,712,489.

    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 8,914 shares
    Change vs previous 13F -602 shares

    0.35% of the 13F portfolio, value $1,733,760.

    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 9,516 shares
    Change vs previous 13F +445 shares

    0.36% of the 13F portfolio, value $1,739,703.

    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 9,071 shares
    Change vs previous 13F +158 shares

    0.34% of the 13F portfolio, value $1,550,132.

    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 8,913 shares
    Change vs previous 13F -248 shares

    0.35% of the 13F portfolio, value $1,587,216.

    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 9,161 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,642,556.

    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).