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Disclosery

Mattson Financial Services, LLC: SMOT position timeline

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

Mattson Financial Services, LLC held 23,407 SMOT 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 23,407 shares
    Change vs previous 13F +1,194 shares

    0.19% of the 13F portfolio, value $926,673.

    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 22,213 shares
    Change vs previous 13F -490 shares

    0.19% of the 13F portfolio, value $781,667.

    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 22,703 shares
    Change vs previous 13F -1,895 shares

    0.19% of the 13F portfolio, value $821,840.

    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 24,598 shares
    Change vs previous 13F -15,238 shares

    0.21% of the 13F portfolio, value $887,496.

    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 39,836 shares
    Change vs previous 13F -1,822 shares

    0.37% of the 13F portfolio, value $1,386,293.

    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 41,658 shares
    Change vs previous 13F -6,465 shares

    0.41% of the 13F portfolio, value $1,365,966.

    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 48,123 shares
    Change vs previous 13F -1,426 shares

    0.54% of the 13F portfolio, value $1,685,748.

    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 49,549 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,583,585.

    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).