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Marotta Asset Management: FLTW position timeline

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

Marotta Asset Management held 38,174 FLTW 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 38,174 shares
    Change vs previous 13F -4,069 shares

    0.71% of the 13F portfolio, value $4,170,510.

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

  2. period ended2026-06-30
    13F 42,243 shares
    Change vs previous 13F -3,933 shares

    0.72% of the 13F portfolio, value $4,310,898.

    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 46,176 shares
    Change vs previous 13F -4,136 shares

    0.58% of the 13F portfolio, value $3,175,985.

    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 50,312 shares
    Change vs previous 13F -1,441 shares

    0.57% of the 13F portfolio, value $3,060,982.

    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 51,753 shares
    Change vs previous 13F -1,092 shares

    0.58% of the 13F portfolio, value $3,066,859.

    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 52,845 shares
    Change vs previous 13F -5,930 shares

    0.55% of the 13F portfolio, value $2,757,960.

    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 58,775 shares
    Change vs previous 13F +1,485 shares

    0.56% of the 13F portfolio, value $2,834,699.

    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 57,290 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,681,154.

    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).