Rosenberg Matthew Hamilton
All 13F Filings
- Location
- Grand Junction, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 482,825
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 95.3 K | 19.7% | 2.717 K | 0 | 2.717 K |
| ETFs | 387.5 K | 80.3% | 17.48 K | 0 | 17.48 K |
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Fund Snapshot
Q4 2025
Latest filed
1/5/2026
Total value ($000)
482,825
Holdings
803
QoQ value change ($000)
20,197
(4.4%)
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.