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Marathon Strategic Advisors, LLC: SPYM position timeline

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

Marathon Strategic Advisors, LLC held 153,363 SPYM 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 153,363 shares
    Change vs previous 13F -1,990 shares

    7.61% of the 13F portfolio, value $13,477,541.

    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 155,353 shares
    Change vs previous 13F +5,681 shares

    8.55% of the 13F portfolio, value $11,890,719.

    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 149,672 shares
    Change vs previous 13F -6,987 shares

    9.17% of the 13F portfolio, value $12,006,688.

    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 156,659 shares
    Change vs previous 13F +2,296 shares

    9.82% of the 13F portfolio, value $12,272,667.

    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 154,363 shares
    Change vs previous 13F +2,599 shares

    10.43% of the 13F portfolio, value $11,220,647.

    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 151,764 shares
    Change vs previous 13F -1,681 shares

    10.73% of the 13F portfolio, value $9,980,001.

    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 153,445 shares
    Change vs previous 13F -5,439 shares

    11.44% of the 13F portfolio, value $10,578,499.

    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 158,884 shares
    Change vs previous 13F not available

    11.33% of the 13F portfolio, value $10,726,259.

    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).