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Disclosery

Marotta Asset Management: VEXC position timeline

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

Marotta Asset Management held 80,182 VEXC 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 80,182 shares
    Change vs previous 13F +38,318 shares

    1.3% of the 13F portfolio, value $7,634,128.

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

  2. period ended2026-06-30
    13F 41,864 shares
    Change vs previous 13F +25,833 shares

    0.66% of the 13F portfolio, value $3,969,544.

    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 16,031 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,315,985.

    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).