Marietta Wealth Management, LLC: BSMR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marietta Wealth Management, LLC on BSMR, newest first. How the timeline and the estimate are built.
Marietta Wealth Management, LLC held 30,545 BSMR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 30,545 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $722,084.
13F-HR 0001697847-26-000006 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,545 sharesChange vs previous 13F +300 shares
0.09% of the 13F portfolio, value $722,511.
13F-HR 0001697847-26-000003 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,245 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $715,754.
13F-HR 0001697847-26-000002 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,245 sharesChange vs previous 13F +8,865 shares
0.09% of the 13F portfolio, value $715,597.
13F-HR 0001697847-25-000007 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,380 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $501,789.
13F-HR 0001697847-25-000005 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).