Mattern Wealth Management LLC
CIK
0001802376
City
LAWRENCE
State / Country
KS
Holdings in FBIZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $434,400 | 8,000 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $410,080 | 8,000 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $405,280 | 8,000 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $377,200 | 8,000 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $370,320 | 8,000 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $364,720 | 8,000 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $295,920 | 8,000 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $300,000 | 8,000 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $320,800 | 8,000 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $240,080 | 8,000 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $235,920 | 8,000 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $244,080 | 8,000 | Shares | Sole | 2023-05-05 |
| 2022-12-31 | $292,400 | 8,000 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $258,480 | 8,000 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $249,520 | 8,000 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $262,480 | 8,000 | Shares | Sole | 2022-04-14 |
| 2021-12-31 | $233,360 | 8,000 | Shares | Sole | 2022-01-27 |
| 2021-09-30 | $229,680 | 8,000 | Shares | Sole | 2021-10-13 |
| 2021-06-30 | $216,560 | 8,000 | Shares | Sole | 2021-07-27 |