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Disclosery

Marotta Asset Management: ECH position timeline

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

Marotta Asset Management held 57,169 ECH 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 57,169 shares
    Change vs previous 13F -3,072 shares

    0.37% of the 13F portfolio, value $2,161,560.

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

  2. period ended2026-06-30
    13F 60,241 shares
    Change vs previous 13F -6,247 shares

    0.39% of the 13F portfolio, value $2,372,893.

    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 66,488 shares
    Change vs previous 13F -1,065 shares

    0.5% of the 13F portfolio, value $2,698,748.

    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 67,553 shares
    Change vs previous 13F -1,418 shares

    0.51% of the 13F portfolio, value $2,729,141.

    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 68,971 shares
    Change vs previous 13F +2,101 shares

    0.42% of the 13F portfolio, value $2,256,041.

    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 66,870 shares
    Change vs previous 13F -16,349 shares

    0.42% of the 13F portfolio, value $2,103,062.

    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 83,219 shares
    Change vs previous 13F +3,411 shares

    0.45% of the 13F portfolio, value $2,270,214.

    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 79,808 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,976,844.

    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).