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Disclosery

Marotta Asset Management: NKSH position timeline

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

Marotta Asset Management held 6,422 NKSH 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 6,422 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $269,146.

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

  2. period ended2026-06-30
    13F 6,422 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $239,027.

    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 6,422 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $233,375.

    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 6,422 shares
    Change vs previous 13F +6,422 shares

    0.04% of the 13F portfolio, value $215,330.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -15,207 shares

    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).

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

  6. period ended2025-03-31
    13F 15,207 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $454,689.

    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).

  7. period ended2024-12-31
    13F 15,207 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $424,884.

    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).