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Disclosery

Marotta Asset Management: META position timeline

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

Marotta Asset Management held 0 META 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 0 shares
    Change vs previous 13F -2,556 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 2,556 shares
    Change vs previous 13F +21 shares

    0.26% of the 13F portfolio, value $1,566,600.

    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 2,535 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,468,349.

    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 2,535 shares
    Change vs previous 13F -299 shares

    0.31% of the 13F portfolio, value $1,673,329.

    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 2,834 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $2,032,942.

    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 2,834 shares
    Change vs previous 13F -1,535 shares

    0.42% of the 13F portfolio, value $2,091,747.

    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 4,369 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $2,500,990.

    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 4,369 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,618,080.

    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).