Mattern Wealth Management LLC
Position in FBIZ — First Business Financial Services, Inc.
CIK 1802376
LAWRENCE, KS
Position in FBIZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$505,360
+$73,920 QoQ
Shares Held
8,000
0.0% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#70
of 141 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBIZ Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Mattern Wealth Management LLC holds $1,665,829 across 3 Banks - Regional names. FBIZ ranks #2 (30.3% of the industry book) .
All Filings in FBIZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,360 | 8,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $431,440 | 8,000 | Shares | Sole | 2026-04-23 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||