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Disclosery

Marotta Asset Management: FLSW position timeline

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

Marotta Asset Management held 259,165 FLSW 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 259,165 shares
    Change vs previous 13F +1,579 shares

    1.79% of the 13F portfolio, value $10,568,309.

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

  2. period ended2026-06-30
    13F 257,586 shares
    Change vs previous 13F +10,635 shares

    1.85% of the 13F portfolio, value $11,126,323.

    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 246,951 shares
    Change vs previous 13F -14,586 shares

    1.87% of the 13F portfolio, value $10,152,303.

    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 261,537 shares
    Change vs previous 13F +1,095 shares

    2.01% of the 13F portfolio, value $10,848,555.

    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 260,442 shares
    Change vs previous 13F +19,724 shares

    1.9% of the 13F portfolio, value $10,093,925.

    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 240,718 shares
    Change vs previous 13F -2,273 shares

    1.83% of the 13F portfolio, value $9,132,360.

    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 242,991 shares
    Change vs previous 13F -10,441 shares

    1.72% of the 13F portfolio, value $8,758,616.

    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 253,432 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $8,081,365.

    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).