Marathon Wealth Advisors LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marathon Wealth Advisors LLC on DSI, newest first. How the timeline and the estimate are built.
Marathon Wealth Advisors LLC held 5,307 DSI shares at 2026-06-30 per its 13F-HR filed 2026-09-11.
the latest 13F is the newest step
- period ended2026-06-3013F 5,307 sharesChange vs previous 13F +5 shares
0.26% of the 13F portfolio, value $755,685.
13F-HR 0001085146-26-000772 filed by Marathon Wealth Advisors LLC
Accepted , ingested - period ended2026-03-3113F 5,302 sharesChange vs previous 13F +7 shares
0.26% of the 13F portfolio, value $642,517.
13F-HR 0001085146-26-000771 filed by Marathon Wealth Advisors LLC
Accepted , ingested - period ended2025-12-3113F 5,295 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $682,140.
13F-HR 0001085146-26-000770 filed by Marathon Wealth Advisors LLC
Accepted , ingested