Position in MTRN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,159,471
+$1,535,920 QoQ
Shares Held
10,624
-5.3% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#118
of 405 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTRN Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $3,159,471 across 1 Other Industrial Metals & Mining name. MTRN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTRN |
MATERION Corp
This page
|
10,624 | $3,159,471 |
All Filings in MTRN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,159,471 | 10,624 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,623,551 | 11,224 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,407,053 | 11,318 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,397,530 | 11,568 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $945,931 | 11,918 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,045,948 | 12,818 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $1,321,827 | 13,368 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,528,902 | 13,668 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,488,733 | 13,768 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,086,937 | 8,250 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,088,586 | 16,050 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,635,655 | 16,050 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,798,650 | 15,750 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||