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MARQUETTE ASSOCIATES, INC.: SPY position timeline

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

MARQUETTE ASSOCIATES, INC. held 27,310 SPY 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 27,310 shares
    Change vs previous 13F +6,705 shares

    14.87% of the 13F portfolio, value $20,393,972.

    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 20,605 shares
    Change vs previous 13F +215 shares

    14.58% of the 13F portfolio, value $13,400,051.

    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 20,390 shares
    Change vs previous 13F +4,022 shares

    17.81% of the 13F portfolio, value $13,904,510.

    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 16,368 shares
    Change vs previous 13F +72 shares

    13.12% of the 13F portfolio, value $10,904,192.

    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 16,296 shares
    Change vs previous 13F +127 shares

    9.87% of the 13F portfolio, value $10,068,672.

    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 16,169 shares
    Change vs previous 13F -4,543 shares

    9.05% of the 13F portfolio, value $9,044,932.

    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 20,712 shares
    Change vs previous 13F -105 shares

    10.07% of the 13F portfolio, value $12,138,667.

    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 20,817 shares
    Change vs previous 13F not available

    8.61% of the 13F portfolio, value $11,952,593.

    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).