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Disclosery

Mattson Financial Services, LLC: SPDW position timeline

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

Mattson Financial Services, LLC held 64,306 SPDW 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 64,306 shares
    Change vs previous 13F -2,882 shares

    0.67% of the 13F portfolio, value $3,191,529.

    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 67,188 shares
    Change vs previous 13F -1,974 shares

    0.73% of the 13F portfolio, value $3,067,124.

    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 69,162 shares
    Change vs previous 13F -4,990 shares

    0.72% of the 13F portfolio, value $3,071,476.

    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 74,152 shares
    Change vs previous 13F -2,043 shares

    0.76% of the 13F portfolio, value $3,172,964.

    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 76,195 shares
    Change vs previous 13F -3,354 shares

    0.83% of the 13F portfolio, value $3,085,136.

    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 79,549 shares
    Change vs previous 13F -41,001 shares

    0.87% of the 13F portfolio, value $2,896,372.

    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 120,550 shares
    Change vs previous 13F -2,696 shares

    1.44% of the 13F portfolio, value $4,527,856.

    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 123,246 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $4,323,468.

    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).