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MARQUETTE ASSOCIATES, INC.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARQUETTE ASSOCIATES, INC. on IVV, newest first. How the timeline and the estimate are built.

MARQUETTE ASSOCIATES, INC. held 14,614 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,614 shares
    Change vs previous 13F 0 shares

    7.98% of the 13F portfolio, value $10,944,278.

    13F-HR 0001398344-26-014469 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 14,614 shares
    Change vs previous 13F +14,311 shares

    10.38% of the 13F portfolio, value $9,546,011.

    13F-HR 0001398344-26-009215 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 303 shares
    Change vs previous 13F -4,413 shares

    0.27% of the 13F portfolio, value $207,537.

    13F-HR 0001398344-26-003203 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,716 shares
    Change vs previous 13F -32,027 shares

    3.8% of the 13F portfolio, value $3,156,419.

    13F-HR 0001398344-25-020909 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 36,743 shares
    Change vs previous 13F -1,599 shares

    22.37% of the 13F portfolio, value $22,813,482.

    13F-HR 0001398344-25-015395 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 38,342 shares
    Change vs previous 13F +400 shares

    21.56% of the 13F portfolio, value $21,544,293.

    13F-HR 0001398344-25-009453 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 37,942 shares
    Change vs previous 13F +115 shares

    18.53% of the 13F portfolio, value $22,335,472.

    13F-HR 0001398344-25-002769 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 37,827 shares
    Change vs previous 13F not available

    15.71% of the 13F portfolio, value $21,819,620.

    13F-HR 0001398344-24-020783 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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