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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

FBIZ holding history

First Business Financial Services, 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.

FBIZ overviewAll 13F holders of FBIZFull Q2 2026 holdings

Shares (Q2 2026)
8,000
Value
$505.4K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of FBIZ by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,000$505.4K0.1%00.0%UnchangedHolders
Q1 20268,000$431.4K0.1%00.0%UnchangedHolders
Q4 20258,000$434.4K0.1%00.0%UnchangedHolders
Q3 20258,000$410.1K0.1%00.0%UnchangedHolders
Q2 20258,000$405.3K0.1%00.0%UnchangedHolders
Q1 20258,000$377.2K0.1%00.0%UnchangedHolders
Q4 20248,000$370.3K0.1%00.0%UnchangedHolders
Q3 20248,000$364.7K0.1%00.0%UnchangedHolders
Q2 20248,000$295.9K0.1%00.0%UnchangedHolders
Q1 20248,000$300.0K0.1%00.0%UnchangedHolders
Q4 20238,000$320.8K0.1%00.0%UnchangedHolders
Q3 20238,000$240.1K0.1%00.0%UnchangedHolders
Q2 20238,000$235.9K0.1%00.0%UnchangedHolders
Q1 20238,000$244.1K0.1%00.0%UnchangedHolders
Q4 20228,000$292.4K0.1%00.0%UnchangedHolders
Q3 20228,000$258.0K0.1%00.0%UnchangedHolders
Q2 20228,000$250.0K0.1%00.0%UnchangedHolders
Q1 20228,000$262.0K0.1%00.0%UnchangedHolders
Q4 20218,000$233.0K0.1%00.0%UnchangedHolders
Q3 20218,000$230.0K0.1%00.0%UnchangedHolders
Q2 20218,000$213.0K0.1%+8,000NewHolders