Skip to content
Disclosery

Marotta Asset Management: EWD position timeline

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

Marotta Asset Management held 210,800 EWD 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 210,800 shares
    Change vs previous 13F -2,276 shares

    1.79% of the 13F portfolio, value $10,537,892.

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

  2. period ended2026-06-30
    13F 213,076 shares
    Change vs previous 13F +8,887 shares

    1.76% of the 13F portfolio, value $10,581,354.

    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 204,189 shares
    Change vs previous 13F +995 shares

    1.86% of the 13F portfolio, value $10,117,565.

    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 203,194 shares
    Change vs previous 13F +2,772 shares

    1.85% of the 13F portfolio, value $10,003,241.

    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 200,422 shares
    Change vs previous 13F +14,720 shares

    1.8% of the 13F portfolio, value $9,542,101.

    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 185,702 shares
    Change vs previous 13F -30,019 shares

    1.7% of the 13F portfolio, value $8,494,019.

    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 215,721 shares
    Change vs previous 13F -14 shares

    1.84% of the 13F portfolio, value $9,364,457.

    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 215,735 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $8,074,968.

    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).