David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Longeveron Inc (LGVN)
← All LGVN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 0.04 $28.40–450.00 · VW $176.39i SEC
2021   Q3 8,640 0.04 Add 146.86% 0.02 $32.70–83.90 · VW $44.74i $305,000 SEC
2021   Q2 3,500 0.04 Add 16.67% <0.01 $51.51–93.70 · VW $72.13i $285,000 SEC
2021   Q1 3,000 0.03 Buy 0.03 $56.15–124.80 · VW $83.74i
IPO/listing quarter
$198,000 SEC