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Disclosery

Marotta Asset Management: EIRL position timeline

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

Marotta Asset Management held 158,094 EIRL 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 158,094 shares
    Change vs previous 13F -7,382 shares

    2.2% of the 13F portfolio, value $12,960,830.

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

  2. period ended2026-06-30
    13F 165,476 shares
    Change vs previous 13F +2,513 shares

    2.16% of the 13F portfolio, value $12,988,211.

    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 162,963 shares
    Change vs previous 13F +4,627 shares

    2.08% of the 13F portfolio, value $11,300,489.

    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 158,336 shares
    Change vs previous 13F +358 shares

    2.15% of the 13F portfolio, value $11,639,233.

    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 157,978 shares
    Change vs previous 13F +3,523 shares

    2.03% of the 13F portfolio, value $10,769,267.

    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 154,455 shares
    Change vs previous 13F +13,523 shares

    2.08% of the 13F portfolio, value $10,360,841.

    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 140,932 shares
    Change vs previous 13F -12,330 shares

    1.9% of the 13F portfolio, value $9,669,456.

    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 153,262 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $8,919,848.

    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).