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
- period ended2026-06-3013F 11,491 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,994 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,164 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,239 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,340 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,343 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,497 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,638 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).