Entity type
Individual
Filer Snapshot
Matthew Hamilton Rosenberg
CIK 0001812103. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
25
Latest filing
07 Apr 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$488.04M
799 holdings for Q1 2026
Open portfolioLargest parsed holding
SPTM
$65.26M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
Browse insider filingsSave this filer page
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Source: SEC Form 13F
View source filing
13F-HR filed on 07 Apr 2026 for CIK 0001812103.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$488.04MQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$488.04MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FSPTM VTI VCIT JPST BIV+15 more
SCHF JMST SPDW VEA SCHO JMUB BBUS SCHX VYM IEMG SLQD NVDA SCHB BIL GOOGLargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
SPTM VTI VCIT JPST BIV SCHF JMST SPDW+12 more
VEA SCHO JMUB BBUS SCHX VYM IEMG SLQD NVDA SCHB BIL GOOGHow to read these SEC ownership signals
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
- Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
- Business address
- 200 Grand Avenue, Ste. 205, Grand Junction, CO, 81501
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
Filer intelligence
What SEC filings say about Matthew Hamilton Rosenberg
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $488.04M across 799 reported holdings for Q1 2026.
- Largest parsed 13F holding: SPTM at $65.26M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
44%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$214.82M
Compared with $488.04M total 13F value.
Top 5 net change
+$4.96M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: SPTM ยท Largest trim: VTI
SPTM
VTI
VCIT
JPST
BIV
Other holdings
Latest update
What changed recently for Matthew Hamilton Rosenberg
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
07 Apr 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 07 Apr 2026.
SEC filing record
CIK 0001812103 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
25
First seen
14 May 2020
Latest filing
07 Apr 2026
Entity
Individual
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 25 SEC filings for Matthew Hamilton Rosenberg.
13F-HR
13F-HR filing
- Filing date
- 07 Apr 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 Jan 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 28 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 28 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 28 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 26 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 22 Apr 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 16 Jan 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Oct 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 26 Jul 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing