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Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

MRSH holding history

Marsh & McLennan Companies, 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.

MRSH overviewAll 13F holders of MRSHFull Q2 2026 holdings

Shares (Q2 2026)
1,200
Value
$200.0K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of MRSH by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,200$200.0K<0.1%+1,200NewHolders