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Marotta Asset Management: ALC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marotta Asset Management on ALC, newest first. How the timeline and the estimate are built.

Marotta Asset Management held 6,860 ALC shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,860 shares
    Change vs previous 13F -138 shares

    0.08% of the 13F portfolio, value $444,185.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,998 shares
    Change vs previous 13F -657 shares

    0.08% of the 13F portfolio, value $467,606.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,655 shares
    Change vs previous 13F -3 shares

    0.11% of the 13F portfolio, value $578,029.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,658 shares
    Change vs previous 13F -21 shares

    0.11% of the 13F portfolio, value $603,527.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,679 shares
    Change vs previous 13F -62 shares

    0.11% of the 13F portfolio, value $576,770.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,741 shares
    Change vs previous 13F -736 shares

    0.14% of the 13F portfolio, value $683,375.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,477 shares
    Change vs previous 13F +372 shares

    0.17% of the 13F portfolio, value $848,293.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,105 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $676,362.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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