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MATRIX PRIVATE CAPITAL GROUP LLC: IWM position timeline

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

MATRIX PRIVATE CAPITAL GROUP LLC held 5,286 IWM 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 5,286 shares
    Change vs previous 13F +86 shares

    0.69% of the 13F portfolio, value $1,588,179.

    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 5,200 shares
    Change vs previous 13F -61 shares

    0.62% of the 13F portfolio, value $1,289,600.

    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 5,261 shares
    Change vs previous 13F +125 shares

    0.66% of the 13F portfolio, value $1,295,048.

    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 5,136 shares
    Change vs previous 13F -24 shares

    0.66% of the 13F portfolio, value $1,242,707.

    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 5,160 shares
    Change vs previous 13F -134 shares

    0.65% of the 13F portfolio, value $1,113,476.

    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 5,294 shares
    Change vs previous 13F -484 shares

    0.63% of the 13F portfolio, value $1,056,100.

    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 5,778 shares
    Change vs previous 13F +72 shares

    0.73% of the 13F portfolio, value $1,276,707.

    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 5,706 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,260,398.

    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).