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Disclosery

Marquette Asset Management, LLC: IWD position timeline

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

Marquette Asset Management, LLC held 396,744 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 396,744 shares
    Change vs previous 13F -1,013 shares

    12.92% of the 13F portfolio, value $98,364,740.

    13F-HR 0001395067-26-000005 filed by Marquette Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 397,757 shares
    Change vs previous 13F +4,177 shares

    12.42% of the 13F portfolio, value $96,428,230.

    13F-HR 0001395067-26-000003 filed by Marquette Asset Management, LLC
    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 393,580 shares
    Change vs previous 13F +9,809 shares

    12.57% of the 13F portfolio, value $84,096,239.

    13F-HR 0001395067-26-000002 filed by Marquette Asset Management, LLC
    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 383,771 shares
    Change vs previous 13F +2,364 shares

    11.92% of the 13F portfolio, value $80,722,393.

    13F-HR 0001395067-26-000001 filed by Marquette Asset Management, LLC
    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 381,407 shares
    Change vs previous 13F +41,720 shares

    11.88% of the 13F portfolio, value $77,650,652.

    13F-HR 0001395067-25-000006 filed by Marquette Asset Management, LLC
    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 339,687 shares
    Change vs previous 13F +298,107 shares

    11.06% of the 13F portfolio, value $65,977,407.

    13F-HR 0001395067-25-000004 filed by Marquette Asset Management, LLC
    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 41,580 shares
    Change vs previous 13F -651 shares

    1.38% of the 13F portfolio, value $7,823,693.

    13F-HR 0001395067-25-000003 filed by Marquette Asset Management, LLC
    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 42,231 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $7,818,226.

    13F-HR 0001395067-25-000001 filed by Marquette Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).