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Disclosery

Mattern Wealth Management LLC: TBIL position timeline

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

Mattern Wealth Management LLC held 35,063 TBIL 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 35,063 shares
    Change vs previous 13F +25,227 shares

    0.29% of the 13F portfolio, value $1,748,241.

    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 9,836 shares
    Change vs previous 13F -874 shares

    0.1% of the 13F portfolio, value $490,423.

    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 10,710 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $534,215.

    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).