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Mattson Financial Services, LLC: PRIV position timeline

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

Mattson Financial Services, LLC held 122,534 PRIV 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 122,534 shares
    Change vs previous 13F +24,414 shares

    0.64% of the 13F portfolio, value $3,058,449.

    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 98,120 shares
    Change vs previous 13F +9,959 shares

    0.59% of the 13F portfolio, value $2,475,156.

    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 88,161 shares
    Change vs previous 13F +10,624 shares

    0.52% of the 13F portfolio, value $2,240,603.

    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 77,537 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,977,969.

    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).