Filer Snapshot

MARINO, STRAM & ASSOCIATES LLC

CIK 0001099762. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

36

Latest Filing

29 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 29 Apr 2026 for CIK 0001099762.

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Business address
25 Braintree Hill Office Park, Suite 303, Braintree, MA, 02184
Top securities (13F)
VYM, IVV, VUG, SDY, VTV, IJH, IJR, AAPL, HFXI, JPM, MSFT, QUAL, VTI, DGRO, BRKB, RSP, IMCG, QQQ, VIG, and AMZN
Fiscal year end
31 December

Filer intelligence

What SEC filings say about MARINO, STRAM & ASSOCIATES LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $556.59M across 185 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VYM at $82.9M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 185 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 29 Apr 2026

VYM

14.9%

Vanguard Whitehall Fds

$82.9M

IVV

10.6%

Ishares Tr

$58.95M

VUG

7.7%

Vanguard Index Fds

$42.74M

SDY

7.3%

Spdr Series Trust

$40.67M

VTV

6.2%

Vanguard Index Fds

$34.75M

Latest update

What changed recently for MARINO, STRAM & ASSOCIATES LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

29 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 29 Apr 2026.

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Benchmark Context

Benchmark context for this company

MARINO, STRAM & ASSOCIATES LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

MARINO, STRAM & ASSOCIATES LLC has filed 36 SEC EDGAR filings since 09 Mar 2018. Common forms include 13F-HR, N-PX.

MARINO, STRAM & ASSOCIATES LLC SEC filings MARINO, STRAM & ASSOCIATES LLC 13F portfolio

Latest Filings

Recent SEC filings for MARINO, STRAM & ASSOCIATES LLC with direct links to document and filing folders.

13F-HR File 028-18679

13F-HR filing

Filing date
29 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
16 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-18679

13F-HR filing

Filing date
03 Nov 2025
Reporting date
30 Sep 2025
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13F-HR File 028-18679

13F-HR filing

Filing date
18 Jul 2025
Reporting date
30 Jun 2025
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N-PX File 028-18679

N-PX filing

Filing date
14 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-18679

13F-HR filing

Filing date
21 Apr 2025
Reporting date
31 Mar 2025
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13F-HR File 028-18679

13F-HR filing

Filing date
17 Jan 2025
Reporting date
31 Dec 2024
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13F-HR File 028-18679

13F-HR filing

Filing date
21 Oct 2024
Reporting date
30 Sep 2024
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N-PX File 028-18679

N-PX filing

Filing date
21 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-18679

13F-HR filing

Filing date
18 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-18679

13F-HR filing

Filing date
24 Apr 2024
Reporting date
31 Mar 2024
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13F-HR File 028-18679

13F-HR filing

Filing date
30 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
30 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
20 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
20 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
19 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
17 Oct 2022
Reporting date
30 Sep 2022
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13F-HR File 028-18679

13F-HR filing

Filing date
15 Jul 2022
Reporting date
30 Jun 2022
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13F-HR File 028-18679

13F-HR filing

Filing date
25 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
20 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
14 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
22 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
26 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
19 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
22 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
20 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
05 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
31 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
15 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
19 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
14 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
14 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
14 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
14 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
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13F-HR File 028-18679

13F-HR filing

Filing date
15 May 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-18679

13F-HR filing

Filing date
09 Mar 2018
Reporting date
31 Dec 2017
SEC evidence
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About this filer

MARINO, STRAM & ASSOCIATES LLC files with the SEC under CIK 0001099762. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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