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Disclosery

Marotta Asset Management: VOE position timeline

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

Marotta Asset Management held 216,997 VOE 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 216,997 shares
    Change vs previous 13F +993 shares

    7.2% of the 13F portfolio, value $42,429,423.

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

  2. period ended2026-06-30
    13F 216,004 shares
    Change vs previous 13F -1,448 shares

    7.13% of the 13F portfolio, value $42,822,793.

    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 217,452 shares
    Change vs previous 13F -6,414 shares

    7.39% of the 13F portfolio, value $40,152,512.

    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 223,866 shares
    Change vs previous 13F +587 shares

    7.35% of the 13F portfolio, value $39,707,112.

    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 223,279 shares
    Change vs previous 13F +2,876 shares

    7.32% of the 13F portfolio, value $38,883,961.

    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 220,403 shares
    Change vs previous 13F -16,574 shares

    7.27% of the 13F portfolio, value $36,247,405.

    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 236,977 shares
    Change vs previous 13F +14,407 shares

    7.8% of the 13F portfolio, value $39,733,877.

    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 222,570 shares
    Change vs previous 13F not available

    7.51% of the 13F portfolio, value $35,882,681.

    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).