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Marietta Wealth Management, LLC: EPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marietta Wealth Management, LLC on EPS, newest first. How the timeline and the estimate are built.

Marietta Wealth Management, LLC held 99,476 EPS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,476 shares
    Change vs previous 13F -114 shares

    0.8% of the 13F portfolio, value $7,738,208.

    13F-HR 0001697847-26-000006 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 99,590 shares
    Change vs previous 13F +814 shares

    0.81% of the 13F portfolio, value $6,783,043.

    13F-HR 0001697847-26-000003 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 98,776 shares
    Change vs previous 13F -770 shares

    0.81% of the 13F portfolio, value $6,999,280.

    13F-HR 0001697847-26-000002 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 99,546 shares
    Change vs previous 13F +1,099 shares

    0.84% of the 13F portfolio, value $6,862,718.

    13F-HR 0001697847-25-000007 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 98,447 shares
    Change vs previous 13F +2,125 shares

    0.82% of the 13F portfolio, value $6,301,590.

    13F-HR 0001697847-25-000005 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 96,322 shares
    Change vs previous 13F +5,058 shares

    0.84% of the 13F portfolio, value $5,709,994.

    13F-HR 0001697847-25-000003 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 91,264 shares
    Change vs previous 13F +833 shares

    0.8% of the 13F portfolio, value $5,583,543.

    13F-HR 0001697847-25-000002 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 90,431 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $5,429,474.

    13F-HR 0001697847-24-000005 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).