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Disclosery

Marotta Asset Management: QUS position timeline

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

Marotta Asset Management held 93,212 QUS 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 93,212 shares
    Change vs previous 13F +8,247 shares

    3.01% of the 13F portfolio, value $17,720,533.

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

  2. period ended2026-06-30
    13F 84,965 shares
    Change vs previous 13F +18,162 shares

    2.65% of the 13F portfolio, value $15,914,802.

    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 66,803 shares
    Change vs previous 13F +9,232 shares

    2.12% of the 13F portfolio, value $11,506,817.

    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 57,571 shares
    Change vs previous 13F +3,320 shares

    1.86% of the 13F portfolio, value $10,028,007.

    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 54,251 shares
    Change vs previous 13F +362 shares

    1.75% of the 13F portfolio, value $9,311,099.

    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 53,889 shares
    Change vs previous 13F -4,427 shares

    1.76% of the 13F portfolio, value $8,788,757.

    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 58,316 shares
    Change vs previous 13F +3,612 shares

    1.8% of the 13F portfolio, value $9,187,686.

    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 54,704 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $8,461,615.

    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).