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Disclosery

Marquette Asset Management, LLC: IWF position timeline

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

Marquette Asset Management, LLC held 469,425 IWF 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 469,425 shares
    Change vs previous 13F -3,895 shares

    7.72% of the 13F portfolio, value $58,800,176.

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

  2. period ended2026-06-30
    13F 473,320 shares
    Change vs previous 13F +354,889 shares

    7.57% of the 13F portfolio, value $58,772,145.

    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 118,431 shares
    Change vs previous 13F +213 shares

    7.55% of the 13F portfolio, value $50,498,979.

    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 118,218 shares
    Change vs previous 13F -1,368 shares

    8.26% of the 13F portfolio, value $55,952,580.

    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 119,586 shares
    Change vs previous 13F -1,839 shares

    8.57% of the 13F portfolio, value $56,015,279.

    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 121,425 shares
    Change vs previous 13F -156 shares

    8.64% of the 13F portfolio, value $51,554,627.

    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 121,581 shares
    Change vs previous 13F -1,927 shares

    7.74% of the 13F portfolio, value $43,901,684.

    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 123,508 shares
    Change vs previous 13F not available

    8.09% of the 13F portfolio, value $49,598,343.

    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).