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Disclosery

Matrix Trust Co: IVV position timeline

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

Matrix Trust Co held 44,797 IVV 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 44,797 shares
    Change vs previous 13F -10 shares

    4.99% of the 13F portfolio, value $34,308,000.

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

  2. period ended2026-06-30
    13F 44,807 shares
    Change vs previous 13F +277 shares

    4.87% of the 13F portfolio, value $33,556,000.

    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 44,530 shares
    Change vs previous 13F -236 shares

    4.83% of the 13F portfolio, value $29,088,000.

    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 44,766 shares
    Change vs previous 13F 0 shares

    5.06% of the 13F portfolio, value $30,662,000.

    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 44,766 shares
    Change vs previous 13F -861 shares

    4.69% of the 13F portfolio, value $29,962,000.

    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 45,627 shares
    Change vs previous 13F -1,211 shares

    4.51% of the 13F portfolio, value $28,330,000.

    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 46,838 shares
    Change vs previous 13F +2,967 shares

    4.44% of the 13F portfolio, value $26,319,000.

    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 43,871 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $25,826,000.

    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).