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Mattson Financial Services, LLC: XFIV position timeline

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

Mattson Financial Services, LLC held 64,201 XFIV 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 64,201 shares
    Change vs previous 13F -95,284 shares

    0.65% of the 13F portfolio, value $3,106,686.

    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 159,485 shares
    Change vs previous 13F +16,010 shares

    1.87% of the 13F portfolio, value $7,840,283.

    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 143,475 shares
    Change vs previous 13F +18,277 shares

    1.66% of the 13F portfolio, value $7,098,971.

    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 125,198 shares
    Change vs previous 13F +5,417 shares

    1.48% of the 13F portfolio, value $6,201,057.

    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 119,781 shares
    Change vs previous 13F +5,841 shares

    1.59% of the 13F portfolio, value $5,911,192.

    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 113,940 shares
    Change vs previous 13F +54,256 shares

    1.68% of the 13F portfolio, value $5,592,175.

    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 59,684 shares
    Change vs previous 13F +8,050 shares

    0.95% of the 13F portfolio, value $2,983,991.

    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 51,634 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,490,308.

    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).