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MARSHALL INVESTMENT MANAGEMENT, LLC: SPYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL INVESTMENT MANAGEMENT, LLC on SPYV, newest first. How the timeline and the estimate are built.

MARSHALL INVESTMENT MANAGEMENT, LLC held 1,460 SPYV 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 1,460 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $88,734.

    13F-HR 0001420506-26-001782 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    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 1,459 shares
    Change vs previous 13F +1,459 shares

    0.04% of the 13F portfolio, value $82,550.

    13F-HR 0001420506-26-000857 filed by MARSHALL INVESTMENT 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,263 shares

    13F-HR 0001420506-25-001991 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    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 ended2025-03-31
    13F 4,263 shares
    Change vs previous 13F -152,727 shares

    0.14% of the 13F portfolio, value $217,699.

    13F-HR 0001420506-25-000926 filed by MARSHALL INVESTMENT 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 ended2024-12-31
    13F 156,990 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $8,298,539.

    13F-HR 0001986152-25-000015 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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