Mattern Wealth Management LLC

SEC CIK: 0001802376
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

IVZ holding history

Invesco Ltd. 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.

IVZ overview All 13F holders of IVZ Full Q2 2026 holdings

Shares (Q2 2021): 0; Sold out in Q2 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2021

Holdings of IVZ by Mattern Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2021	0	$0	0.0%	−27,565−100.0%	Sold out	Holders
Q1 2021	27,565	$695.0K	0.2%	–	–	Holders

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