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Disclosery

Marotta Asset Management: XBI position timeline

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

Marotta Asset Management held 57,881 XBI 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 57,881 shares
    Change vs previous 13F -8,929 shares

    1.55% of the 13F portfolio, value $9,126,676.

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

  2. period ended2026-06-30
    13F 66,810 shares
    Change vs previous 13F +702 shares

    1.74% of the 13F portfolio, value $10,459,106.

    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 66,108 shares
    Change vs previous 13F +550 shares

    1.56% of the 13F portfolio, value $8,498,183.

    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 65,558 shares
    Change vs previous 13F -8,302 shares

    1.48% of the 13F portfolio, value $7,993,487.

    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 73,860 shares
    Change vs previous 13F -846 shares

    1.41% of the 13F portfolio, value $7,488,665.

    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 74,706 shares
    Change vs previous 13F +12,776 shares

    1.24% of the 13F portfolio, value $6,195,369.

    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 61,930 shares
    Change vs previous 13F -1,266 shares

    1.2% of the 13F portfolio, value $6,118,684.

    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 63,196 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $5,784,330.

    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).