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Disclosery

Marotta Asset Management: STIP position timeline

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

Marotta Asset Management held 17,033 STIP 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 17,033 shares
    Change vs previous 13F +2,724 shares

    0.29% of the 13F portfolio, value $1,698,190.

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

  2. period ended2026-06-30
    13F 14,309 shares
    Change vs previous 13F +8,776 shares

    0.24% of the 13F portfolio, value $1,447,069.

    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 5,533 shares
    Change vs previous 13F +2,072 shares

    0.11% of the 13F portfolio, value $570,563.

    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 3,461 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $354,372.

    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).