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Disclosery

Mattson Financial Services, LLC: SPYM position timeline

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

Mattson Financial Services, LLC held 196,513 SPYM 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 196,513 shares
    Change vs previous 13F +12,788 shares

    3.63% of the 13F portfolio, value $17,365,868.

    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 183,725 shares
    Change vs previous 13F -15,812 shares

    3.36% of the 13F portfolio, value $14,062,310.

    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 199,537 shares
    Change vs previous 13F +16,560 shares

    3.74% of the 13F portfolio, value $16,006,875.

    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 182,977 shares
    Change vs previous 13F +39,708 shares

    3.43% of the 13F portfolio, value $14,334,429.

    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 143,269 shares
    Change vs previous 13F +19,176 shares

    2.81% of the 13F portfolio, value $10,414,224.

    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 124,093 shares
    Change vs previous 13F +3,177 shares

    2.45% of the 13F portfolio, value $8,160,354.

    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 120,916 shares
    Change vs previous 13F -3,649 shares

    2.59% of the 13F portfolio, value $8,163,034.

    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 124,565 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $7,972,135.

    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).