David Katz - Matrix Asset Advisors Inc
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 105
Portfolio value: $1,090,209,468
Holding/activity history for Longeveron Inc (LGVN)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2021 Q4 |
0 |
0.00 |
Sell 100.00%
|
0.04 |
|
|
SEC |
| 2021 Q3 |
86,400 |
0.04 |
Add 146.86%
|
0.02 |
$3.53 |
$305,000 |
SEC |
| 2021 Q2 |
35,000 |
0.04 |
Add 16.67%
|
<0.01 |
$8.14 |
$285,000 |
SEC |
| 2021 Q1 |
30,000 |
0.03 |
Buy
|
0.03 |
$6.60 |
$198,000 |
SEC |