Skip to content
Disclosery

Matrix Trust Co: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Matrix Trust Co on AGG, newest first. How the timeline and the estimate are built.

Matrix Trust Co held 259,226 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 259,226 shares
    Change vs previous 13F +1,903 shares

    3.56% of the 13F portfolio, value $24,507,000.

    13F-HR 0001784277-26-000008 filed by Matrix Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 257,323 shares
    Change vs previous 13F -1,201 shares

    3.69% of the 13F portfolio, value $25,470,000.

    13F-HR 0001784277-26-000006 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 258,524 shares
    Change vs previous 13F -4,541 shares

    4.26% of the 13F portfolio, value $25,664,000.

    13F-HR 0001784277-26-000004 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 263,065 shares
    Change vs previous 13F +2,531 shares

    4.34% of the 13F portfolio, value $26,275,000.

    13F-HR 0001784277-26-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 260,534 shares
    Change vs previous 13F +21,826 shares

    4.09% of the 13F portfolio, value $26,119,000.

    13F-HR 0001784277-25-000009 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 238,708 shares
    Change vs previous 13F +3,189 shares

    3.77% of the 13F portfolio, value $23,680,000.

    13F-HR 0001784277-25-000005 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 235,519 shares
    Change vs previous 13F +554 shares

    3.93% of the 13F portfolio, value $23,298,000.

    13F-HR 0001784277-25-000003 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 234,965 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $22,768,000.

    13F-HR 0001784277-25-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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