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Marathon Strategic Advisors, LLC: SPDW position timeline

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

Marathon Strategic Advisors, LLC held 242,827 SPDW 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 242,827 shares
    Change vs previous 13F -1,406 shares

    6.91% of the 13F portfolio, value $12,236,053.

    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 244,233 shares
    Change vs previous 13F +4,834 shares

    8.02% of the 13F portfolio, value $11,149,237.

    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 239,399 shares
    Change vs previous 13F -8,723 shares

    8.12% of the 13F portfolio, value $10,631,710.

    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 248,122 shares
    Change vs previous 13F -7,681 shares

    8.5% of the 13F portfolio, value $10,617,141.

    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 255,803 shares
    Change vs previous 13F +3,576 shares

    9.62% of the 13F portfolio, value $10,357,464.

    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 252,227 shares
    Change vs previous 13F +3,667 shares

    9.87% of the 13F portfolio, value $9,183,586.

    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 248,560 shares
    Change vs previous 13F +23,300 shares

    9.18% of the 13F portfolio, value $8,483,353.

    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 225,260 shares
    Change vs previous 13F not available

    8.94% of the 13F portfolio, value $8,460,766.

    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).