MARQUETTE ASSOCIATES, INC. RAVI FLEXSHARES TR

Ownership history in MARQUETTE ASSOCIATES, INC.  ·  3 quarters on record

AI Ownership Summary

MARQUETTE ASSOCIATES, INC. reported FLEXSHARES TR (RAVI) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows RAVI at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RAVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARQUETTE ASSOCIATES, INC.'s position in FLEXSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RAVI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MARQUETTE ASSOCIATES, INC. held RAVI — position size vs. price
% of Fund (quarterly)    RAVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11.0% +0.7% 105 -13 -11.0% 0.01% $8K 2026-02-17 $74.77
2025 Q3 REDUCED 11.3% +1.1% 118 -15 -11.3% 0.01% $9K 2025-11-14 $73.88
2025 Q2 INITIATED 133 0.01% $10K 2025-08-14 $73.05

FAQ About MARQUETTE ASSOCIATES, INC. and RAVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARQUETTE ASSOCIATES, INC. reported owning RAVI?

MARQUETTE ASSOCIATES, INC. reported RAVI across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported RAVI position in MARQUETTE ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for RAVI was 0.01% in 2025 Q3.

What is the latest reported RAVI position on this page?

The most recent filing on this page is 2025 Q4, when MARQUETTE ASSOCIATES, INC. reported 105 shares, equal to 0.01% of portfolio, with an estimated market value of $8K.

What does the chart on this RAVI ownership page compare?

The chart compares MARQUETTE ASSOCIATES, INC.'s quarterly RAVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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