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Disclosery

Marquette Asset Management, LLC: IWM position timeline

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

Marquette Asset Management, LLC held 18,067 IWM 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 18,067 shares
    Change vs previous 13F -241 shares

    0.66% of the 13F portfolio, value $5,020,639.

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

  2. period ended2026-06-30
    13F 18,308 shares
    Change vs previous 13F -123 shares

    0.71% of the 13F portfolio, value $5,500,639.

    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 18,431 shares
    Change vs previous 13F -11,969 shares

    0.68% of the 13F portfolio, value $4,570,888.

    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 30,400 shares
    Change vs previous 13F +5,958 shares

    1.1% of the 13F portfolio, value $7,483,264.

    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 24,442 shares
    Change vs previous 13F +5,024 shares

    0.91% of the 13F portfolio, value $5,913,987.

    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 19,418 shares
    Change vs previous 13F -335 shares

    0.7% of the 13F portfolio, value $4,190,211.

    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 19,753 shares
    Change vs previous 13F -2,399 shares

    0.69% of the 13F portfolio, value $3,940,526.

    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 22,152 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $4,894,706.

    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).