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Disclosery

Matrix Trust Co: HGER position timeline

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

Matrix Trust Co held 9,712 HGER 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 9,712 shares
    Change vs previous 13F -27,168 shares

    0.05% of the 13F portfolio, value $342,000.

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

  2. period ended2026-06-30
    13F 36,880 shares
    Change vs previous 13F +16,443 shares

    0.16% of the 13F portfolio, value $1,082,000.

    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 20,437 shares
    Change vs previous 13F -23,009 shares

    0.11% of the 13F portfolio, value $633,000.

    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 43,446 shares
    Change vs previous 13F +23,457 shares

    0.18% of the 13F portfolio, value $1,076,000.

    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 19,989 shares
    Change vs previous 13F +14,046 shares

    0.08% of the 13F portfolio, value $516,000.

    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 5,943 shares
    Change vs previous 13F -20,150 shares

    0.02% of the 13F portfolio, value $144,000.

    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 26,093 shares
    Change vs previous 13F +13,827 shares

    0.11% of the 13F portfolio, value $628,000.

    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 12,266 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $272,000.

    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).