Skip to content
Disclosery

Matrix Trust Co: SOXX position timeline

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

Matrix Trust Co held 9,097 SOXX 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 9,097 shares
    Change vs previous 13F -382 shares

    0.75% of the 13F portfolio, value $5,173,000.

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

  2. period ended2026-06-30
    13F 9,479 shares
    Change vs previous 13F -362 shares

    0.88% of the 13F portfolio, value $6,074,000.

    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 9,841 shares
    Change vs previous 13F +459 shares

    0.54% of the 13F portfolio, value $3,234,000.

    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 9,382 shares
    Change vs previous 13F -86 shares

    0.47% of the 13F portfolio, value $2,825,000.

    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 9,468 shares
    Change vs previous 13F -938 shares

    0.4% of the 13F portfolio, value $2,567,000.

    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 10,406 shares
    Change vs previous 13F +694 shares

    0.4% of the 13F portfolio, value $2,484,000.

    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 9,712 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,828,000.

    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 9,712 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,093,000.

    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).