• 13F History

Rosenberg Matthew Hamilton

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$385M
Signature - Title
Matthew Rosenberg - President
Location
Grand Junction, CO
Summary
This page shows a list of all the recent 13F filings made by Rosenberg Matthew Hamilton. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rosenberg Matthew Hamilton reported 798 stock holdings with total value $385M as of Q4 2024. Top holdings included SPTM, VTI, JPST, BIV, and VCIT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 798 $385M +$36.4M -$8.7M +$27.7M SPTM, VTI, JPST, BIV, VCIT 13F-HR 1/13/2025, 07:04 PM
Q3 2024 834 $382M +$32.3M -$3.89M +$28.5M VTI, SPTM, JPST, BIV, VCIT 13F-HR 10/28/2024, 01:10 PM
Q2 2024 805 $339M +$19.2M -$27.7M -$8.53M VTI, SPTM, JPST, BIV, VCIT 13F-HR 7/26/2024, 01:55 PM
Q1 2024 847 $346M +$12.9M -$7.3M +$5.61M VTI, SPTM, JPST, BIV, VCIT 13F-HR 4/19/2024, 06:56 PM
Q4 2023 918 $325M +$12.8M -$9.13M +$3.65M VTI, SPTM, JPST, BIV, VCIT 13F-HR 1/12/2024, 06:33 PM
Q3 2023 933 $300M +$43.5M -$31.6M +$11.9M VTI, SPTM, JPST, BIV, JMST 13F-HR 10/11/2023, 10:40 AM
Q2 2023 957 $296M +$11.9M -$34.3M -$22.4M VTI, SPTM, JPST, NEAR, SLQD 13F-HR 7/26/2023, 10:02 AM
Q1 2023 938 $310M +$11.9M -$7.98M +$3.96M VTI, SPTM, JPST, NEAR, SLQD 13F-HR 4/17/2023, 10:22 AM
Q4 2022 932 $295M +$27.1M -$7M +$20.1M VTI, SPTM, JPST, NEAR, JMST 13F-HR 1/18/2023, 05:28 PM
Q3 2022 809 $255M +$20M -$10.9M +$9.17M VTI, SPTM, JPST, NEAR, SCHX 13F-HR 10/21/2022, 02:24 PM
Q2 2022 760 $263M +$18.9M -$8.12M +$10.7M VTI, SPTM, NEAR, JPST, SCHX 13F-HR 7/14/2022, 06:36 PM
Q1 2022 725 $285M +$32.5M -$10M +$22.4M VTI, SPTM, JPST, NEAR, SCHX 13F-HR 4/14/2022, 03:58 PM
Q4 2021 707 $280M +$31M -$12.3M +$18.7M VTI, SPTM, JPST, NEAR, SCHX 13F-HR 1/20/2022, 12:54 PM
Q3 2021 683 $249M +$67.3M -$4.43M +$62.9M VTI, SPTM, NEAR, JPST, SCHX 13F-HR 10/12/2021, 05:14 PM
Q2 2021 575 $192M +$9.5M -$1.5M +$8M VTI, SPTM, JPST, NEAR, SPDW 13F-HR 7/26/2021, 04:10 PM
Q1 2021 550 $175M +$9.91M -$1.67M +$8.24M VTI, SPTM, JPST, NEAR, SPDW 13F-HR 4/30/2021, 12:14 PM
Q4 2020 531 $160M +$14.3M -$3.32M +$11M VTI, SPTM, JPST, NEAR, SPDW 13F-HR 2/3/2021, 03:25 PM
Q3 2020 520 $136M +$7.68M -$2.42M +$5.26M VTI, SPTM, JPST, SPDW, STIP 13F-HR 10/16/2020, 10:32 AM
Q2 2020 536 $125M +$25.9M -$142M -$116M VTI, SPTM, JPST, SPDW, STIP 13F-HR 8/4/2020, 12:47 PM
Q1 2020 317 $95.1M SPTM, VTI, JPST, STIP, SPDW 13F-HR 5/14/2020, 01:11 PM