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MATRIX PRIVATE CAPITAL GROUP LLC: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX PRIVATE CAPITAL GROUP LLC on IEFA, newest first. How the timeline and the estimate are built.

MATRIX PRIVATE CAPITAL GROUP LLC held 178,919 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,919 shares
    Change vs previous 13F +5,803 shares

    7.52% of the 13F portfolio, value $17,280,038.

    13F-HR 0001398344-26-014484 filed by MATRIX PRIVATE CAPITAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 173,116 shares
    Change vs previous 13F +7,420 shares

    7.56% of the 13F portfolio, value $15,672,190.

    13F-HR 0001398344-26-009225 filed by MATRIX PRIVATE CAPITAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 165,696 shares
    Change vs previous 13F +8,658 shares

    7.52% of the 13F portfolio, value $14,823,163.

    13F-HR 0001398344-26-003213 filed by MATRIX PRIVATE CAPITAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 157,038 shares
    Change vs previous 13F +9,732 shares

    7.27% of the 13F portfolio, value $13,710,990.

    13F-HR 0001398344-25-020899 filed by MATRIX PRIVATE CAPITAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 147,306 shares
    Change vs previous 13F +282 shares

    7.23% of the 13F portfolio, value $12,297,107.

    13F-HR 0001398344-25-015392 filed by MATRIX PRIVATE CAPITAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 147,024 shares
    Change vs previous 13F +2,312 shares

    6.65% of the 13F portfolio, value $11,122,352.

    13F-HR 0001398344-25-009460 filed by MATRIX PRIVATE CAPITAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 144,712 shares
    Change vs previous 13F -1,104 shares

    5.79% of the 13F portfolio, value $10,170,347.

    13F-HR 0001398344-25-002779 filed by MATRIX PRIVATE CAPITAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 145,816 shares
    Change vs previous 13F not available

    6.56% of the 13F portfolio, value $11,380,912.

    13F-HR 0001398344-24-020739 filed by MATRIX PRIVATE CAPITAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).