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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

MO holding history

Altria Group, 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.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
8,431
Value
$606.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MO by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,431$606.6K0.1%+85+1.0%AddedHolders
Q1 20268,346$550.7K0.1%−2,530−23.3%ReducedHolders
Q4 202510,876$627.1K0.1%00.0%UnchangedHolders
Q3 202510,876$719.1K0.1%00.0%UnchangedHolders
Q2 202510,876$638.3K0.1%00.0%UnchangedHolders
Q1 202510,876$653.4K0.1%00.0%UnchangedHolders
Q4 202410,876$569.3K0.1%00.0%UnchangedHolders
Q3 202410,876$555.1K0.1%−400−3.5%ReducedHolders
Q2 202411,276$513.6K0.1%00.0%UnchangedHolders
Q1 202411,276$491.9K0.1%−500−4.2%ReducedHolders
Q4 202311,776$475.0K0.1%−103−0.9%ReducedHolders
Q3 202311,879$499.5K0.1%+10.0%AddedHolders
Q2 202311,878$538.1K0.2%+74+0.6%AddedHolders
Q1 202311,804$526.7K0.2%−150−1.3%ReducedHolders
Q4 202211,954$546.4K0.2%−475−3.8%ReducedHolders
Q3 202212,429$502.0K0.2%−675−5.2%ReducedHolders
Q2 202213,104$547.0K0.2%+528+4.2%AddedHolders
Q1 202212,576$657.0K0.2%00.0%UnchangedHolders
Q4 202112,576$596.0K0.2%00.0%UnchangedHolders
Q3 202112,576$572.0K0.2%+200+1.6%AddedHolders
Q2 202112,376$586.0K0.2%−48−0.4%ReducedHolders
Q1 202112,424$636.0K0.2%––Holders

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