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Disclosery

Marquette Asset Management, LLC: IWR position timeline

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

Marquette Asset Management, LLC held 22,966 IWR 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 22,966 shares
    Change vs previous 13F -349 shares

    0.32% of the 13F portfolio, value $2,450,702.

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

  2. period ended2026-06-30
    13F 23,315 shares
    Change vs previous 13F -88 shares

    0.33% of the 13F portfolio, value $2,572,111.

    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 23,403 shares
    Change vs previous 13F -1,672 shares

    0.34% of the 13F portfolio, value $2,275,474.

    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 25,075 shares
    Change vs previous 13F -1,699 shares

    0.36% of the 13F portfolio, value $2,413,971.

    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 26,774 shares
    Change vs previous 13F -165 shares

    0.4% of the 13F portfolio, value $2,585,030.

    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 26,939 shares
    Change vs previous 13F -580 shares

    0.42% of the 13F portfolio, value $2,477,580.

    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 27,519 shares
    Change vs previous 13F -6,862 shares

    0.41% of the 13F portfolio, value $2,341,042.

    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 34,381 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,039,281.

    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).