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Disclosery

Mattern Wealth Management LLC: XLK position timeline

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

Mattern Wealth Management LLC held 19,324 XLK 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 19,324 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $3,681,681.

    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 19,324 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $2,568,210.

    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 19,324 shares
    Change vs previous 13F +9,662 shares

    0.54% of the 13F portfolio, value $2,782,131.

    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 9,662 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,723,385.

    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 9,662 shares
    Change vs previous 13F -160 shares

    0.51% of the 13F portfolio, value $2,446,756.

    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 9,822 shares
    Change vs previous 13F -160 shares

    0.45% of the 13F portfolio, value $2,028,086.

    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 9,982 shares
    Change vs previous 13F -649 shares

    0.51% of the 13F portfolio, value $2,321,059.

    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 10,631 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,400,097.

    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).