Skip to content
Disclosery

Marotta Asset Management: VDC position timeline

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

Marotta Asset Management held 59,366 VDC 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 59,366 shares
    Change vs previous 13F -3,085 shares

    2.2% of the 13F portfolio, value $12,954,255.

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

  2. period ended2026-06-30
    13F 62,451 shares
    Change vs previous 13F -6,211 shares

    2.35% of the 13F portfolio, value $14,110,803.

    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 68,662 shares
    Change vs previous 13F -5,764 shares

    2.83% of the 13F portfolio, value $15,361,749.

    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 74,426 shares
    Change vs previous 13F -758 shares

    2.91% of the 13F portfolio, value $15,721,748.

    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 75,184 shares
    Change vs previous 13F +995 shares

    3.02% of the 13F portfolio, value $16,032,887.

    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 74,189 shares
    Change vs previous 13F -21,419 shares

    3.26% of the 13F portfolio, value $16,247,287.

    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 95,608 shares
    Change vs previous 13F +6,892 shares

    4.1% of the 13F portfolio, value $20,888,340.

    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 88,716 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $18,701,240.

    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).