Skip to content
Disclosery

Marotta Asset Management: BNDX position timeline

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

Marotta Asset Management held 650,940 BNDX 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 650,940 shares
    Change vs previous 13F +13,823 shares

    5.18% of the 13F portfolio, value $30,509,543.

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

  2. period ended2026-06-30
    13F 637,117 shares
    Change vs previous 13F +23,869 shares

    5.12% of the 13F portfolio, value $30,753,622.

    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 613,248 shares
    Change vs previous 13F +12,774 shares

    5.42% of the 13F portfolio, value $29,442,021.

    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 600,474 shares
    Change vs previous 13F +13,480 shares

    5.37% of the 13F portfolio, value $29,014,922.

    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 586,994 shares
    Change vs previous 13F +12,292 shares

    5.46% of the 13F portfolio, value $28,985,783.

    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 574,702 shares
    Change vs previous 13F -18,504 shares

    5.71% of the 13F portfolio, value $28,453,506.

    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 593,206 shares
    Change vs previous 13F +7,869 shares

    5.86% of the 13F portfolio, value $29,826,415.

    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 585,337 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $28,734,192.

    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).