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Disclosery

Marotta Asset Management: EFNL position timeline

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

Marotta Asset Management held 217,174 EFNL 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 217,174 shares
    Change vs previous 13F +3,363 shares

    1.97% of the 13F portfolio, value $11,581,889.

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

  2. period ended2026-06-30
    13F 213,811 shares
    Change vs previous 13F -14,022 shares

    1.87% of the 13F portfolio, value $11,220,782.

    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 227,833 shares
    Change vs previous 13F -6,100 shares

    2.09% of the 13F portfolio, value $11,348,959.

    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 233,933 shares
    Change vs previous 13F -14,252 shares

    2.07% of the 13F portfolio, value $11,186,659.

    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 248,185 shares
    Change vs previous 13F +5,169 shares

    2.01% of the 13F portfolio, value $10,693,044.

    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 243,016 shares
    Change vs previous 13F -17,782 shares

    1.99% of the 13F portfolio, value $9,944,368.

    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 260,798 shares
    Change vs previous 13F +1,912 shares

    1.94% of the 13F portfolio, value $9,879,875.

    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 258,886 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $8,422,119.

    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).