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MARQUETTE ASSOCIATES, INC.: IWR position timeline

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

MARQUETTE ASSOCIATES, INC. held 0 IWR 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 0 shares
    Change vs previous 13F -15,136 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 15,136 shares
    Change vs previous 13F +15,136 shares

    1.6% of the 13F portfolio, value $1,471,673.

    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 0 shares
    Change vs previous 13F -1,197 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 1,197 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $115,570.

    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 1,197 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $110,088.

    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 1,197 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $101,829.

    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 1,197 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $105,815.

    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).