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Disclosery

Matrix Trust Co: C position timeline

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

Matrix Trust Co held 14,909 C 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 14,909 shares
    Change vs previous 13F +559 shares

    0.28% of the 13F portfolio, value $1,930,000.

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

  2. period ended2026-06-30
    13F 14,350 shares
    Change vs previous 13F -4,832 shares

    0.29% of the 13F portfolio, value $2,008,000.

    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 19,182 shares
    Change vs previous 13F +362 shares

    0.36% of the 13F portfolio, value $2,175,000.

    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 18,820 shares
    Change vs previous 13F -2,493 shares

    0.36% of the 13F portfolio, value $2,196,000.

    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 21,313 shares
    Change vs previous 13F +19,362 shares

    0.34% of the 13F portfolio, value $2,163,000.

    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 1,951 shares
    Change vs previous 13F -162 shares

    0.03% of the 13F portfolio, value $166,000.

    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 2,113 shares
    Change vs previous 13F +758 shares

    0.03% of the 13F portfolio, value $150,000.

    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 1,355 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $95,000.

    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).