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Mattern Wealth Management LLC: V position timeline

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

Mattern Wealth Management LLC held 11,491 V 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 11,491 shares
    Change vs previous 13F +1,497 shares

    0.65% of the 13F portfolio, value $3,942,352.

    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 9,994 shares
    Change vs previous 13F -170 shares

    0.59% of the 13F portfolio, value $3,020,502.

    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 10,164 shares
    Change vs previous 13F -75 shares

    0.69% of the 13F portfolio, value $3,564,601.

    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 10,239 shares
    Change vs previous 13F -101 shares

    0.7% of the 13F portfolio, value $3,495,374.

    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 10,340 shares
    Change vs previous 13F -3 shares

    0.76% of the 13F portfolio, value $3,671,106.

    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 10,343 shares
    Change vs previous 13F -154 shares

    0.8% of the 13F portfolio, value $3,624,698.

    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 10,497 shares
    Change vs previous 13F -141 shares

    0.73% of the 13F portfolio, value $3,317,568.

    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 10,638 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,925,002.

    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).