MATW β€” MATTHEWS INTL CORP

Ownership history in GILPIN WEALTH MANAGEMENT, LLC  Β·  2 quarters on record

AI Ownership Summary

GILPIN WEALTH MANAGEMENT, LLC reported MATTHEWS INTL CORP (MATW) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows MATW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MATW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GILPIN WEALTH MANAGEMENT, LLC's position in MATTHEWS INTL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MATW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GILPIN WEALTH MANAGEMENT, LLC held MATW β€” position size vs. price
% of Fund (quarterly)    MATW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 9 +5 +125.0% 0.00% $233 2026-04-21 $27.16
2025 Q4 INITIATED 4 β€” β€” 0.00% $105 2026-02-11 $26.25

FAQ About GILPIN WEALTH MANAGEMENT, LLC and MATW

These are the practical questions this page is built to answer before you even open the full history table.

How long has GILPIN WEALTH MANAGEMENT, LLC reported owning MATW?

GILPIN WEALTH MANAGEMENT, LLC reported MATW across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported MATW position in GILPIN WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for MATW was 0.00% in 2026 Q1.

What is the latest reported MATW position on this page?

The most recent filing on this page is 2026 Q1, when GILPIN WEALTH MANAGEMENT, LLC reported 9 shares, equal to 0.00% of portfolio, with an estimated market value of $233.

What does the chart on this MATW ownership page compare?

The chart compares GILPIN WEALTH MANAGEMENT, LLC's quarterly MATW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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