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Matthew Goff Investment Advisor, LLC: USRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Matthew Goff Investment Advisor, LLC on USRT, newest first. How the timeline and the estimate are built.

Matthew Goff Investment Advisor, LLC held 26,010 USRT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,010 shares
    Change vs previous 13F +101 shares

    0.24% of the 13F portfolio, value $1,601,712.

    13F-HR 0001754960-26-000851 filed by Matthew Goff Investment Advisor, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,909 shares
    Change vs previous 13F +1,249 shares

    0.29% of the 13F portfolio, value $1,721,626.

    13F-HR 0001754960-26-000412 filed by Matthew Goff Investment Advisor, LLC
    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 24,660 shares
    Change vs previous 13F +5,820 shares

    0.24% of the 13F portfolio, value $1,459,635.

    13F-HR 0001754960-26-000273 filed by Matthew Goff Investment Advisor, LLC
    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 18,840 shares
    Change vs previous 13F +2,850 shares

    0.19% of the 13F portfolio, value $1,073,143.

    13F-HR 0001754960-26-000058 filed by Matthew Goff Investment Advisor, LLC
    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 15,990 shares
    Change vs previous 13F -19 shares

    0.16% of the 13F portfolio, value $938,932.

    13F-HR 0001754960-25-000671 filed by Matthew Goff Investment Advisor, LLC
    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 16,009 shares
    Change vs previous 13F +5,921 shares

    0.17% of the 13F portfolio, value $905,476.

    13F-HR 0001754960-25-000355 filed by Matthew Goff Investment Advisor, LLC
    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 10,088 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $581,069.

    13F-HR 0001754960-25-000216 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).