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Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

AMT holding history

American Tower Corp 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.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2026)
1,979
Value
$323.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AMT by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,979$323.8K0.1%−702−26.2%ReducedHolders
Q1 20262,681$462.7K0.1%−45−1.7%ReducedHolders
Q4 20252,726$478.6K0.1%−444−14.0%ReducedHolders
Q3 20253,170$609.7K0.1%−15−0.5%ReducedHolders
Q2 20253,185$704.1K0.1%−34−1.1%ReducedHolders
Q1 20253,219$700.4K0.2%−315−8.9%ReducedHolders
Q4 20243,534$648.1K0.1%−830−19.0%ReducedHolders
Q3 20244,364$1.01M0.2%−403−8.5%ReducedHolders
Q2 20244,767$926.6K0.2%−6,220−56.6%ReducedHolders
Q1 202410,987$2.17M0.5%−828−7.0%ReducedHolders
Q4 202311,815$2.55M0.7%+814+7.4%AddedHolders
Q3 202311,001$1.81M0.5%−66−0.6%ReducedHolders
Q2 202311,067$2.15M0.6%+722+7.0%AddedHolders
Q1 202310,345$2.11M0.7%−896−8.0%ReducedHolders
Q4 202211,241$2.38M1.0%−27−0.2%ReducedHolders
Q3 202211,268$2.42M1.0%−76−0.7%ReducedHolders
Q2 202211,344$2.90M1.1%−125−1.1%ReducedHolders
Q1 202211,469$2.88M0.9%+1,178+11.4%AddedHolders
Q4 202110,291$3.01M0.9%+62+0.6%AddedHolders
Q3 202110,229$2.71M0.9%−33−0.3%ReducedHolders
Q2 202110,262$2.90M0.9%+178+1.8%AddedHolders
Q1 202110,084$2.41M0.8%––Holders

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