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Disclosery

Matrix Trust Co: MSFT position timeline

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

Matrix Trust Co held 7,284 MSFT 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 7,284 shares
    Change vs previous 13F -179 shares

    0.54% of the 13F portfolio, value $3,736,000.

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

  2. period ended2026-06-30
    13F 7,463 shares
    Change vs previous 13F +111 shares

    0.4% of the 13F portfolio, value $2,784,000.

    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 7,352 shares
    Change vs previous 13F +852 shares

    0.45% of the 13F portfolio, value $2,721,000.

    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 6,500 shares
    Change vs previous 13F +152 shares

    0.52% of the 13F portfolio, value $3,144,000.

    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 6,348 shares
    Change vs previous 13F -216 shares

    0.51% of the 13F portfolio, value $3,288,000.

    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 6,564 shares
    Change vs previous 13F +232 shares

    0.52% of the 13F portfolio, value $3,265,000.

    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 6,332 shares
    Change vs previous 13F +259 shares

    0.4% of the 13F portfolio, value $2,377,000.

    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 6,073 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,560,000.

    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).