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Disclosery

Marotta Asset Management: FTEC position timeline

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

Marotta Asset Management held 75,679 FTEC 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 75,679 shares
    Change vs previous 13F +3,494 shares

    3.86% of the 13F portfolio, value $22,708,241.

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

  2. period ended2026-06-30
    13F 72,185 shares
    Change vs previous 13F +3,996 shares

    3.36% of the 13F portfolio, value $20,210,356.

    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 68,189 shares
    Change vs previous 13F +27,346 shares

    2.65% of the 13F portfolio, value $14,368,104.

    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 40,843 shares
    Change vs previous 13F +6,806 shares

    1.7% of the 13F portfolio, value $9,176,197.

    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 34,037 shares
    Change vs previous 13F -5,366 shares

    1.43% of the 13F portfolio, value $7,622,246.

    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 39,403 shares
    Change vs previous 13F +21,974 shares

    1.56% of the 13F portfolio, value $7,771,060.

    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 17,429 shares
    Change vs previous 13F -3,520 shares

    0.6% of the 13F portfolio, value $3,041,361.

    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 20,949 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,874,727.

    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).