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Disclosery

Marotta Asset Management: BHC position timeline

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

Marotta Asset Management held 12,201 BHC 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 12,201 shares
    Change vs previous 13F -171 shares

    0.01% of the 13F portfolio, value $71,132.

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

  2. period ended2026-06-30
    13F 12,372 shares
    Change vs previous 13F -212 shares

    0.01% of the 13F portfolio, value $59,014.

    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 12,584 shares
    Change vs previous 13F -641 shares

    0.01% of the 13F portfolio, value $70,219.

    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 13,225 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $91,914.

    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 13,225 shares
    Change vs previous 13F -842 shares

    0.02% of the 13F portfolio, value $87,550.

    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 14,067 shares
    Change vs previous 13F -3,285 shares

    0.02% of the 13F portfolio, value $93,686.

    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 17,352 shares
    Change vs previous 13F +750 shares

    0.03% of the 13F portfolio, value $141,592.

    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 16,602 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $131,820.

    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).