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Disclosery

Marotta Asset Management: EWO position timeline

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

Marotta Asset Management held 249,419 EWO 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 249,419 shares
    Change vs previous 13F -15,005 shares

    1.8% of the 13F portfolio, value $10,615,273.

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

  2. period ended2026-06-30
    13F 264,424 shares
    Change vs previous 13F -7,651 shares

    1.84% of the 13F portfolio, value $11,044,991.

    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 272,075 shares
    Change vs previous 13F -16,971 shares

    1.8% of the 13F portfolio, value $9,802,862.

    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 289,046 shares
    Change vs previous 13F -7,651 shares

    1.9% of the 13F portfolio, value $10,252,462.

    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 296,697 shares
    Change vs previous 13F -5,826 shares

    1.76% of the 13F portfolio, value $9,334,088.

    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 302,523 shares
    Change vs previous 13F -58,275 shares

    1.78% of the 13F portfolio, value $8,894,176.

    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 360,798 shares
    Change vs previous 13F +3,828 shares

    1.62% of the 13F portfolio, value $8,235,220.

    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 356,970 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $7,376,791.

    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).