Rosenberg Matthew Hamilton
All 13F Filings
- Location
- Grand Junction, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 536,760
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 792 | 536,760 | 13F-HR | Rosenberg Matthew Hamilton |
| Q1 2026 | 4/6/2026 | 799 | 488,042 | 13F-HR | Rosenberg Matthew Hamilton |
| Q4 2025 | 1/5/2026 | 803 | 482,825 | 13F-HR | Rosenberg Matthew Hamilton |
| Q3 2025 | 11/10/2025 | 803 | 462,628 | 13F-HR | Rosenberg Matthew Hamilton |
| Q2 2025 | 7/28/2025 | 832 | 429,988 | 13F-HR | Rosenberg Matthew Hamilton |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 112.1 K | 20.9% | 14.68 K | 0 | 14.68 K |
| ETFs | 424.6 K | 79.1% | 34.04 K | 0 | 34.04 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
536,760
Holdings
792
QoQ value change ($000)
48,718
(10.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.