Skip to content
Disclosery

Marathon Wealth Advisors LLC: CRM position timeline

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

Marathon Wealth Advisors LLC held 21,267 CRM shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,267 shares
    Change vs previous 13F +260 shares

    1.14% of the 13F portfolio, value $3,331,746.

    13F-HR 0001085146-26-000772 filed by Marathon Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 21,007 shares
    Change vs previous 13F +1,247 shares

    1.61% of the 13F portfolio, value $3,921,434.

    13F-HR 0001085146-26-000771 filed by Marathon Wealth Advisors LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 19,760 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $5,234,698.

    13F-HR 0001085146-26-000770 filed by Marathon Wealth Advisors LLC
    Accepted , ingested