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Marathon Wealth Advisors LLC: IVV position timeline

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

Marathon Wealth Advisors LLC held 8,418 IVV 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 8,418 shares
    Change vs previous 13F +942 shares

    2.16% of the 13F portfolio, value $6,303,812.

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

  2. period ended2026-03-31
    13F 7,476 shares
    Change vs previous 13F -781 shares

    2% of the 13F portfolio, value $4,883,595.

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

  3. period ended2025-12-31
    13F 8,257 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $5,655,465.

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