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Marathon Strategic Advisors, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marathon Strategic Advisors, LLC on IVV, newest first. How the timeline and the estimate are built.

Marathon Strategic Advisors, LLC held 14,417 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,417 shares
    Change vs previous 13F -502 shares

    6.09% of the 13F portfolio, value $10,796,664.

    13F-HR 0002021711-26-000003 filed by Marathon Strategic Advisors, 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 14,919 shares
    Change vs previous 13F -95 shares

    7.01% of the 13F portfolio, value $9,745,111.

    13F-HR 0002021711-26-000002 filed by Marathon Strategic Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 15,014 shares
    Change vs previous 13F -1,191 shares

    7.85% of the 13F portfolio, value $10,283,493.

    13F-HR 0002021711-26-000001 filed by Marathon Strategic Advisors, LLC
    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 16,205 shares
    Change vs previous 13F +320 shares

    8.68% of the 13F portfolio, value $10,845,739.

    13F-HR 0002021711-25-000006 filed by Marathon Strategic Advisors, LLC
    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 15,885 shares
    Change vs previous 13F -202 shares

    9.16% of the 13F portfolio, value $9,862,688.

    13F-HR 0002021711-25-000003 filed by Marathon Strategic Advisors, LLC
    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 16,087 shares
    Change vs previous 13F -324 shares

    9.72% of the 13F portfolio, value $9,039,512.

    13F-HR 0002021711-25-000002 filed by Marathon Strategic Advisors, LLC
    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 16,411 shares
    Change vs previous 13F -633 shares

    10.45% of the 13F portfolio, value $9,661,007.

    13F-HR 0002021711-25-000001 filed by Marathon Strategic Advisors, LLC
    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 17,044 shares
    Change vs previous 13F not available

    10.39% of the 13F portfolio, value $9,831,495.

    13F-HR 0002021711-24-000004 filed by Marathon Strategic Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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