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Marathon Strategic Advisors, LLC: SPEM position timeline

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

Marathon Strategic Advisors, LLC held 252,223 SPEM 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 252,223 shares
    Change vs previous 13F +2,801 shares

    7.37% of the 13F portfolio, value $13,060,091.

    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 249,422 shares
    Change vs previous 13F +8,625 shares

    8.41% of the 13F portfolio, value $11,700,393.

    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 240,797 shares
    Change vs previous 13F -3,105 shares

    8.61% of the 13F portfolio, value $11,271,715.

    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 243,902 shares
    Change vs previous 13F +2,494 shares

    9.14% of the 13F portfolio, value $11,417,067.

    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 241,408 shares
    Change vs previous 13F +7,906 shares

    9.59% of the 13F portfolio, value $10,317,791.

    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 233,502 shares
    Change vs previous 13F +5,149 shares

    9.88% of the 13F portfolio, value $9,192,961.

    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 228,353 shares
    Change vs previous 13F +8,377 shares

    9.48% of the 13F portfolio, value $8,761,892.

    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 219,976 shares
    Change vs previous 13F not available

    9.6% of the 13F portfolio, value $9,080,595.

    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).