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Disclosery

Mattson Financial Services, LLC: SPYI position timeline

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

Mattson Financial Services, LLC held 24,593 SPYI 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 24,593 shares
    Change vs previous 13F +1,199 shares

    0.28% of the 13F portfolio, value $1,316,342.

    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 23,394 shares
    Change vs previous 13F -90,041 shares

    0.28% of the 13F portfolio, value $1,154,962.

    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 113,435 shares
    Change vs previous 13F -5,076 shares

    1.39% of the 13F portfolio, value $5,958,741.

    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 118,511 shares
    Change vs previous 13F +5,296 shares

    1.48% of the 13F portfolio, value $6,198,125.

    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 113,215 shares
    Change vs previous 13F +529 shares

    1.54% of the 13F portfolio, value $5,696,979.

    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 112,686 shares
    Change vs previous 13F -55,487 shares

    1.62% of the 13F portfolio, value $5,396,533.

    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 168,173 shares
    Change vs previous 13F +159,964 shares

    2.74% of the 13F portfolio, value $8,615,503.

    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 8,209 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $411,681.

    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).