Position in INVE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$57,350
-$23,290 QoQ
Shares Held
15,500
-26.2% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 16.129032258064516.ToString("F0")%
Shared 0.ToString("F0")%
None 83.87096774193549.ToString("F0")%
Common Shares in INVE Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026MARATHON CAPITAL MANAGEMENT holds $9,929,623 across 3 Building Products & Equipment names. INVE ranks #3 (0.6% of the industry book) .
All Filings in INVE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,350 | 15,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $80,640 | 21,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $72,450 | 21,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $197,067 | 60,450 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $558,569 | 175,100 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,100,928 | 300,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,494,915 | 706,775 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,076,327 | 715,425 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,686,354 | 717,974 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,902,509 | 716,324 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,277,258 | 743,751 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,007,094 | 714,280 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,924,771 | 802,080 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,043,601 | 696,630 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,846,275 | 545,955 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,401,036 | 380,055 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,893,641 | 364,480 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,823,623 | 278,025 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,157,450 | 273,750 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||