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Disclosery

Marotta Asset Management: FLMX position timeline

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

Marotta Asset Management held 49,112 FLMX 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 49,112 shares
    Change vs previous 13F +845 shares

    0.29% of the 13F portfolio, value $1,699,275.

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

  2. period ended2026-06-30
    13F 48,267 shares
    Change vs previous 13F -1,025 shares

    0.29% of the 13F portfolio, value $1,770,013.

    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 49,292 shares
    Change vs previous 13F -9,017 shares

    0.34% of the 13F portfolio, value $1,837,606.

    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 58,309 shares
    Change vs previous 13F +5,136 shares

    0.37% of the 13F portfolio, value $1,973,859.

    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 53,173 shares
    Change vs previous 13F +1,836 shares

    0.33% of the 13F portfolio, value $1,731,313.

    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 51,337 shares
    Change vs previous 13F -2,692 shares

    0.31% of the 13F portfolio, value $1,524,242.

    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 54,029 shares
    Change vs previous 13F -5,688 shares

    0.28% of the 13F portfolio, value $1,443,115.

    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 59,717 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,402,752.

    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).