Position in MATX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$363,891
+$55,356 QoQ
Shares Held
1,893
+0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#247
of 425 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in MATX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Retirement Planning Group, LLC holds $363,891 across 1 Marine Shipping name. MATX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
This page
|
1,893 | $363,891 |
All Filings in MATX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,891 | 1,893 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $308,535 | 1,882 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $227,949 | 1,845 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $296,970 | 2,667 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $235,063 | 1,834 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $246,892 | 1,831 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $260,709 | 1,828 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $239,151 | 1,826 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||