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Disclosery

Matrix Trust Co: VPU position timeline

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

Matrix Trust Co held 3,138 VPU 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 3,138 shares
    Change vs previous 13F -585 shares

    0.08% of the 13F portfolio, value $537,000.

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

  2. period ended2026-06-30
    13F 3,723 shares
    Change vs previous 13F +165 shares

    0.11% of the 13F portfolio, value $729,000.

    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 3,558 shares
    Change vs previous 13F -449 shares

    0.12% of the 13F portfolio, value $705,000.

    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 4,007 shares
    Change vs previous 13F -724 shares

    0.12% of the 13F portfolio, value $741,000.

    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 4,731 shares
    Change vs previous 13F -93 shares

    0.14% of the 13F portfolio, value $896,000.

    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 4,824 shares
    Change vs previous 13F -233 shares

    0.14% of the 13F portfolio, value $851,000.

    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 5,057 shares
    Change vs previous 13F -18 shares

    0.15% of the 13F portfolio, value $864,000.

    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 5,075 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $829,000.

    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).