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Disclosery

Marotta Asset Management: FHLC position timeline

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

Marotta Asset Management held 189,752 FHLC 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 189,752 shares
    Change vs previous 13F -14,485 shares

    2.63% of the 13F portfolio, value $15,502,738.

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

  2. period ended2026-06-30
    13F 204,237 shares
    Change vs previous 13F +36,798 shares

    2.64% of the 13F portfolio, value $15,869,215.

    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 167,439 shares
    Change vs previous 13F +13,592 shares

    2.19% of the 13F portfolio, value $11,873,099.

    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 153,847 shares
    Change vs previous 13F +5,620 shares

    2.12% of the 13F portfolio, value $11,427,755.

    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 148,227 shares
    Change vs previous 13F +31,745 shares

    1.92% of the 13F portfolio, value $10,181,713.

    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 116,482 shares
    Change vs previous 13F +76,298 shares

    1.49% of the 13F portfolio, value $7,449,024.

    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 40,184 shares
    Change vs previous 13F -25,088 shares

    0.57% of the 13F portfolio, value $2,925,395.

    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 65,272 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $4,271,400.

    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).