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Disclosery

Matrix Trust Co: WEC position timeline

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

Matrix Trust Co held 14,621 WEC 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 14,621 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,474,000.

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

  2. period ended2026-06-30
    13F 14,621 shares
    Change vs previous 13F -551 shares

    0.25% of the 13F portfolio, value $1,707,000.

    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 15,172 shares
    Change vs previous 13F +872 shares

    0.29% of the 13F portfolio, value $1,756,000.

    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 14,300 shares
    Change vs previous 13F +95 shares

    0.25% of the 13F portfolio, value $1,508,000.

    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 14,205 shares
    Change vs previous 13F -2,147 shares

    0.25% of the 13F portfolio, value $1,628,000.

    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 16,352 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,704,000.

    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 16,352 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,782,000.

    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 16,352 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,538,000.

    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).