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Marietta Wealth Management, LLC: LH position timeline

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

Marietta Wealth Management, LLC held 33,547 LH 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 33,547 shares
    Change vs previous 13F +1,200 shares

    0.97% of the 13F portfolio, value $9,393,160.

    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 32,347 shares
    Change vs previous 13F +335 shares

    1.03% of the 13F portfolio, value $8,630,503.

    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 32,012 shares
    Change vs previous 13F +1,808 shares

    0.93% of the 13F portfolio, value $8,031,171.

    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 30,204 shares
    Change vs previous 13F +830 shares

    1.06% of the 13F portfolio, value $8,670,360.

    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 29,374 shares
    Change vs previous 13F +819 shares

    1.01% of the 13F portfolio, value $7,710,969.

    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 28,555 shares
    Change vs previous 13F +7,304 shares

    0.98% of the 13F portfolio, value $6,645,891.

    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 21,251 shares
    Change vs previous 13F +638 shares

    0.7% of the 13F portfolio, value $4,873,279.

    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 20,613 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $4,606,593.

    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).