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Disclosery

Marotta Asset Management: BND position timeline

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

Marotta Asset Management held 46,653 BND 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 46,653 shares
    Change vs previous 13F +5,660 shares

    0.56% of the 13F portfolio, value $3,272,683.

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

  2. period ended2026-06-30
    13F 40,993 shares
    Change vs previous 13F +4,377 shares

    0.5% of the 13F portfolio, value $2,994,923.

    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 36,616 shares
    Change vs previous 13F +2,433 shares

    0.49% of the 13F portfolio, value $2,688,321.

    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 34,183 shares
    Change vs previous 13F +6,252 shares

    0.47% of the 13F portfolio, value $2,531,949.

    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 27,931 shares
    Change vs previous 13F +1,621 shares

    0.39% of the 13F portfolio, value $2,075,846.

    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 26,310 shares
    Change vs previous 13F +2,494 shares

    0.39% of the 13F portfolio, value $1,937,210.

    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 23,816 shares
    Change vs previous 13F -768 shares

    0.35% of the 13F portfolio, value $1,788,817.

    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 24,584 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,768,551.

    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).