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Disclosery

Marotta Asset Management: SPY position timeline

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

Marotta Asset Management held 1,108 SPY 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 1,108 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $845,068.

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

  2. period ended2026-06-30
    13F 1,100 shares
    Change vs previous 13F -4 shares

    0.14% of the 13F portfolio, value $820,304.

    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 1,104 shares
    Change vs previous 13F -9 shares

    0.13% of the 13F portfolio, value $723,268.

    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 1,113 shares
    Change vs previous 13F -11 shares

    0.14% of the 13F portfolio, value $758,750.

    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 1,124 shares
    Change vs previous 13F -53 shares

    0.14% of the 13F portfolio, value $751,019.

    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 1,177 shares
    Change vs previous 13F -389 shares

    0.15% of the 13F portfolio, value $727,442.

    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 1,566 shares
    Change vs previous 13F +385 shares

    0.18% of the 13F portfolio, value $898,438.

    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 1,181 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $690,483.

    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).