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Marquette Asset Management, LLC: USTB position timeline

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

Marquette Asset Management, LLC held 563,466 USTB 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 563,466 shares
    Change vs previous 13F +13,020 shares

    3.69% of the 13F portfolio, value $28,105,685.

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

  2. period ended2026-06-30
    13F 550,446 shares
    Change vs previous 13F +25,013 shares

    3.59% of the 13F portfolio, value $27,863,577.

    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 525,433 shares
    Change vs previous 13F +8,583 shares

    3.97% of the 13F portfolio, value $26,576,402.

    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 516,850 shares
    Change vs previous 13F -6,680 shares

    3.88% of the 13F portfolio, value $26,276,654.

    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 523,530 shares
    Change vs previous 13F +10,806 shares

    4.09% of the 13F portfolio, value $26,694,795.

    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 512,724 shares
    Change vs previous 13F -46,338 shares

    4.37% of the 13F portfolio, value $26,056,634.

    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 559,062 shares
    Change vs previous 13F -3,784 shares

    4.99% of the 13F portfolio, value $28,316,491.

    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 562,846 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $28,254,870.

    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).