Skip to content
Disclosery

Mattson Financial Services, LLC: EXE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mattson Financial Services, LLC on EXE, newest first. How the timeline and the estimate are built.

Mattson Financial Services, LLC held 6,153 EXE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,153 shares
    Change vs previous 13F +728 shares

    0.11% of the 13F portfolio, value $542,572.

    13F-HR 0002034595-26-000003 filed by Mattson Financial Services, 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 5,425 shares
    Change vs previous 13F +2,170 shares

    0.14% of the 13F portfolio, value $595,557.

    13F-HR 0002034595-26-000002 filed by Mattson Financial Services, 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 3,255 shares
    Change vs previous 13F +1,093 shares

    0.08% of the 13F portfolio, value $359,222.

    13F-HR 0002034595-26-000001 filed by Mattson Financial Services, 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 2,162 shares
    Change vs previous 13F +2,162 shares

    0.05% of the 13F portfolio, value $229,691.

    13F-HR 0002034595-25-000007 filed by Mattson Financial Services, 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 0 shares
    Change vs previous 13F -1,952 shares

    13F-HR 0002034595-25-000003 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,952 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $217,296.

    13F-HR 0002034595-25-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).