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Disclosery

Matrix Trust Co: VNQ position timeline

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

Matrix Trust Co held 47,005 VNQ 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 47,005 shares
    Change vs previous 13F +3,288 shares

    0.61% of the 13F portfolio, value $4,213,000.

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

  2. period ended2026-06-30
    13F 43,717 shares
    Change vs previous 13F +128 shares

    0.61% of the 13F portfolio, value $4,216,000.

    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 43,589 shares
    Change vs previous 13F +199 shares

    0.64% of the 13F portfolio, value $3,866,000.

    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 43,390 shares
    Change vs previous 13F +1,976 shares

    0.63% of the 13F portfolio, value $3,840,000.

    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 41,414 shares
    Change vs previous 13F +2,901 shares

    0.59% of the 13F portfolio, value $3,786,000.

    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 38,513 shares
    Change vs previous 13F +97 shares

    0.55% of the 13F portfolio, value $3,430,000.

    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 38,416 shares
    Change vs previous 13F -1,737 shares

    0.59% of the 13F portfolio, value $3,478,000.

    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 40,153 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,577,000.

    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).