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Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

DIS holding history

Walt Disney Co 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.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of DIS by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−2,036−100.0%Sold outHolders
Q1 20222,036$279.0K0.1%−8,018−79.7%ReducedHolders
Q4 202110,054$1.56M0.5%+51+0.5%AddedHolders
Q3 202110,003$1.69M0.6%+42+0.4%AddedHolders
Q2 20219,961$1.79M0.6%+1,693+20.5%AddedHolders
Q1 20218,268$1.53M0.5%––Holders

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