Skip to main content

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

AFL holding history

Aflac Inc in every 13F filed by Mattern Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFL overviewAll 13F holders of AFLFull Q2 2026 holdings

Shares (Q2 2026)
7,939
Value
$930.8K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AFL by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,939$930.8K0.2%−464−5.5%ReducedHolders
Q1 20268,403$921.9K0.2%−442−5.0%ReducedHolders
Q4 20258,845$975.3K0.2%−40−0.5%ReducedHolders
Q3 20258,885$992.4K0.2%−447−4.8%ReducedHolders
Q2 20259,332$984.1K0.2%−55−0.6%ReducedHolders
Q1 20259,387$1.04M0.2%−536−5.4%ReducedHolders
Q4 20249,923$1.03M0.2%−1,180−10.6%ReducedHolders
Q3 202411,103$1.24M0.3%−19,536−63.8%ReducedHolders
Q2 202430,639$2.74M0.7%−2,931−8.7%ReducedHolders
Q1 202433,570$2.88M0.7%−271−0.8%ReducedHolders
Q4 202333,841$2.79M0.7%+1,623+5.0%AddedHolders
Q3 202332,218$2.47M0.7%+5,333+19.8%AddedHolders
Q2 202326,885$1.88M0.5%+4,912+22.4%AddedHolders
Q1 202321,973$1.42M0.5%+15,589+244.2%AddedHolders
Q4 20226,384$459.3K0.2%+208+3.4%AddedHolders
Q3 20226,176$347.0K0.1%+1,318+27.1%AddedHolders
Q2 20224,858$269.0K0.1%00.0%UnchangedHolders
Q1 20224,858$313.0K0.1%00.0%UnchangedHolders
Q4 20214,858$284.0K0.1%−154−3.1%ReducedHolders
Q3 20215,012$261.0K0.1%−1,100−18.0%ReducedHolders
Q2 20216,112$325.0K0.1%−237−3.7%ReducedHolders
Q1 20216,349$325.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.