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Marathon Strategic Advisors, LLC: VNQ position timeline

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

Marathon Strategic Advisors, LLC held 89,500 VNQ 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 89,500 shares
    Change vs previous 13F +5,780 shares

    4.87% of the 13F portfolio, value $8,630,524.

    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 83,720 shares
    Change vs previous 13F +7,379 shares

    5.34% of the 13F portfolio, value $7,426,000.

    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 76,341 shares
    Change vs previous 13F +16,499 shares

    5.16% of the 13F portfolio, value $6,755,424.

    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 59,842 shares
    Change vs previous 13F +12,760 shares

    4.38% of the 13F portfolio, value $5,470,728.

    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 47,082 shares
    Change vs previous 13F +2,824 shares

    3.9% of the 13F portfolio, value $4,193,147.

    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 44,258 shares
    Change vs previous 13F +477 shares

    4.31% of the 13F portfolio, value $4,007,106.

    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 43,781 shares
    Change vs previous 13F +1,173 shares

    4.22% of the 13F portfolio, value $3,900,048.

    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 42,608 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $4,150,910.

    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).