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Disclosery

Mattson Financial Services, LLC: EXR position timeline

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

Mattson Financial Services, LLC held 13,634 EXR 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 13,634 shares
    Change vs previous 13F -1,412 shares

    0.43% of the 13F portfolio, value $2,049,655.

    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 15,046 shares
    Change vs previous 13F -1,090 shares

    0.47% of the 13F portfolio, value $1,973,022.

    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 16,136 shares
    Change vs previous 13F -1,255 shares

    0.49% of the 13F portfolio, value $2,101,258.

    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 17,391 shares
    Change vs previous 13F -3,979 shares

    0.59% of the 13F portfolio, value $2,451,098.

    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 21,370 shares
    Change vs previous 13F +139 shares

    0.85% of the 13F portfolio, value $3,150,785.

    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).

  6. period ended2025-03-31
    13F 21,231 shares
    Change vs previous 13F +3,187 shares

    0.95% of the 13F portfolio, value $3,152,565.

    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).

  7. period ended2024-12-31
    13F 18,044 shares
    Change vs previous 13F +7,696 shares

    1.03% of the 13F portfolio, value $3,251,288.

    13F-HR 0002034595-25-000001 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).

  8. period ended2024-09-30
    13F 10,348 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,608,118.

    13F-HR 0002034595-24-000002 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).