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Disclosery

Marotta Asset Management: FREL position timeline

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

Marotta Asset Management held 277,985 FREL 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 277,985 shares
    Change vs previous 13F +6,390 shares

    1.28% of the 13F portfolio, value $7,555,645.

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

  2. period ended2026-06-30
    13F 271,595 shares
    Change vs previous 13F +19,029 shares

    1.33% of the 13F portfolio, value $7,995,771.

    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 252,566 shares
    Change vs previous 13F +35,105 shares

    1.26% of the 13F portfolio, value $6,819,295.

    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 217,461 shares
    Change vs previous 13F +33,287 shares

    1.08% of the 13F portfolio, value $5,847,539.

    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 184,174 shares
    Change vs previous 13F +16,681 shares

    0.96% of the 13F portfolio, value $5,125,576.

    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 167,493 shares
    Change vs previous 13F +26,008 shares

    0.91% of the 13F portfolio, value $4,529,024.

    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 141,485 shares
    Change vs previous 13F -2,029 shares

    0.82% of the 13F portfolio, value $4,170,963.

    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 143,514 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,841,857.

    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).