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Disclosery

Marotta Asset Management: SLYV position timeline

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

Marotta Asset Management held 27,243 SLYV 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 27,243 shares
    Change vs previous 13F -2,607 shares

    0.47% of the 13F portfolio, value $2,782,872.

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

  2. period ended2026-06-30
    13F 29,850 shares
    Change vs previous 13F -5,813 shares

    0.54% of the 13F portfolio, value $3,249,471.

    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 35,663 shares
    Change vs previous 13F -7,003 shares

    0.62% of the 13F portfolio, value $3,376,929.

    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 42,666 shares
    Change vs previous 13F -3,966 shares

    0.72% of the 13F portfolio, value $3,881,326.

    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 46,632 shares
    Change vs previous 13F -1,578 shares

    0.78% of the 13F portfolio, value $4,160,507.

    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 48,210 shares
    Change vs previous 13F +6,223 shares

    0.77% of the 13F portfolio, value $3,845,230.

    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 41,987 shares
    Change vs previous 13F +2,343 shares

    0.72% of the 13F portfolio, value $3,645,312.

    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 39,644 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,445,065.

    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).