Skip to content
Disclosery

Mattern Wealth Management LLC: WMT position timeline

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

Mattern Wealth Management LLC held 39,744 WMT 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 39,744 shares
    Change vs previous 13F +1,641 shares

    0.74% of the 13F portfolio, value $4,501,372.

    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 38,103 shares
    Change vs previous 13F -546 shares

    0.92% of the 13F portfolio, value $4,735,590.

    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 38,649 shares
    Change vs previous 13F -1,082 shares

    0.83% of the 13F portfolio, value $4,306,040.

    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 39,731 shares
    Change vs previous 13F -1,632 shares

    0.82% of the 13F portfolio, value $4,094,644.

    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 41,363 shares
    Change vs previous 13F -9,963 shares

    0.84% of the 13F portfolio, value $4,044,471.

    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 51,326 shares
    Change vs previous 13F +2,613 shares

    1% of the 13F portfolio, value $4,506,124.

    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 48,713 shares
    Change vs previous 13F -5,910 shares

    0.97% of the 13F portfolio, value $4,401,347.

    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 54,623 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $4,410,831.

    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).