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Disclosery

Marotta Asset Management: IXN position timeline

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

Marotta Asset Management held 22,603 IXN 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 22,603 shares
    Change vs previous 13F -152 shares

    0.57% of the 13F portfolio, value $3,350,238.

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

  2. period ended2026-06-30
    13F 22,755 shares
    Change vs previous 13F -407 shares

    0.53% of the 13F portfolio, value $3,183,444.

    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 23,162 shares
    Change vs previous 13F -504 shares

    0.43% of the 13F portfolio, value $2,354,649.

    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 23,666 shares
    Change vs previous 13F -10,675 shares

    0.46% of the 13F portfolio, value $2,484,930.

    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 34,341 shares
    Change vs previous 13F -6 shares

    0.67% of the 13F portfolio, value $3,579,362.

    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 34,347 shares
    Change vs previous 13F -3,920 shares

    0.64% of the 13F portfolio, value $3,171,602.

    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 38,267 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $3,158,176.

    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 38,267 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,233,944.

    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).