Position in MATX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$11,341
+$2,817 QoQ
Shares Held
59
+13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#366
of 425 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MATX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $22,079 across 4 Marine Shipping names. MATX ranks #1 (51.4% of the industry book) .
All Filings in MATX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,341 | 59 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,524 | 52 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,053 | 49 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,436 | 45 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,010 | 45 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,895 | 46 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,202 | 46 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,560 | 46 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,762 | 44 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,945 | 44 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,822 | 44 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,903 | 44 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,098 | 27 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,074 | 18 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,000 | 32 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,522 | 41 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,676 | 23 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,704 | 39 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,440 | 16 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||