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Disclosery

Matrix Trust Co: VCSH position timeline

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

Matrix Trust Co held 246,595 VCSH 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 246,595 shares
    Change vs previous 13F +1,990 shares

    2.77% of the 13F portfolio, value $19,049,000.

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

  2. period ended2026-06-30
    13F 244,605 shares
    Change vs previous 13F +1,301 shares

    2.8% of the 13F portfolio, value $19,331,000.

    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 243,304 shares
    Change vs previous 13F -4,533 shares

    3.2% of the 13F portfolio, value $19,287,000.

    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 247,837 shares
    Change vs previous 13F +2,604 shares

    3.26% of the 13F portfolio, value $19,760,000.

    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 245,233 shares
    Change vs previous 13F -15,245 shares

    3.07% of the 13F portfolio, value $19,602,000.

    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 260,478 shares
    Change vs previous 13F +3,075 shares

    3.3% of the 13F portfolio, value $20,708,000.

    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 257,403 shares
    Change vs previous 13F +4,069 shares

    3.43% of the 13F portfolio, value $20,319,000.

    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 253,334 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $19,763,000.

    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).