Mattern Wealth Management »

Heritage Distilling Holding Comp Ord shares owned by Mattern Wealth Management

Quarter-by-quarter ownership of Heritage Distilling Holding Comp Ord shares owned by Mattern Wealth Management from 13F filings

Historical chart of Mattern Wealth Management investment in Heritage Distilling Holding Comp Ord

Tip: Access up to 7 years of quarterly data

All positions including Heritage Distilling Holding Comp Ord held by Mattern Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Heritage Distilling Holding Comp Ord by Mattern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 44k 0.82
2025-06-30 $18k 44k 0.41
2025-03-31 $22k 44k 0.50
2024-12-31 $76k 44k 1.72

More positions owned by Mattern Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Mattern Wealth Management

Top funds holding Heritage Distilling Holding Comp Ord

Polar Securities
Atlantic Trust
Vanguard Group
Morgan Stanley
Geode Capital Management
XTX Topco
Hrt Financial
Northern Trust
Mattern Wealth Management
Virtu Financial
Two Sigma Securities
Sowell Financial Services
UBS Group
IFP Advisors
Newbridge Financial Services Group

View all funds holding Heritage Distilling Holding Comp Ord