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Disclosery

Matrix Trust Co: TIP position timeline

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

Matrix Trust Co held 3,794 TIP 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 3,794 shares
    Change vs previous 13F -330 shares

    0.06% of the 13F portfolio, value $395,000.

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

  2. period ended2026-06-30
    13F 4,124 shares
    Change vs previous 13F +131 shares

    0.07% of the 13F portfolio, value $451,000.

    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 3,993 shares
    Change vs previous 13F +307 shares

    0.07% of the 13F portfolio, value $441,000.

    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 3,686 shares
    Change vs previous 13F +260 shares

    0.07% of the 13F portfolio, value $405,000.

    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 3,426 shares
    Change vs previous 13F -739 shares

    0.06% of the 13F portfolio, value $381,000.

    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 4,165 shares
    Change vs previous 13F -13,397 shares

    0.07% of the 13F portfolio, value $458,000.

    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 17,562 shares
    Change vs previous 13F +15,851 shares

    0.33% of the 13F portfolio, value $1,951,000.

    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 1,711 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $182,000.

    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).