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Disclosery

Marotta Asset Management: HLN position timeline

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

Marotta Asset Management held 10,964 HLN 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 10,964 shares
    Change vs previous 13F -327 shares

    0.02% of the 13F portfolio, value $98,676.

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

  2. period ended2026-06-30
    13F 11,291 shares
    Change vs previous 13F -339 shares

    0.02% of the 13F portfolio, value $106,135.

    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 11,630 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $115,951.

    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 11,639 shares
    Change vs previous 13F -455 shares

    0.02% of the 13F portfolio, value $117,670.

    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 12,094 shares
    Change vs previous 13F -797 shares

    0.02% of the 13F portfolio, value $108,967.

    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 12,891 shares
    Change vs previous 13F -3,603 shares

    0.03% of the 13F portfolio, value $133,680.

    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 16,494 shares
    Change vs previous 13F +674 shares

    0.03% of the 13F portfolio, value $174,507.

    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 15,820 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $149,341.

    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).