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Marathon Wealth Advisors LLC: MSFT position timeline

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

Marathon Wealth Advisors LLC held 26,552 MSFT 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 26,552 shares
    Change vs previous 13F +1,081 shares

    3.39% of the 13F portfolio, value $9,904,451.

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

  2. period ended2026-03-31
    13F 25,471 shares
    Change vs previous 13F +2,004 shares

    3.87% of the 13F portfolio, value $9,428,699.

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

  3. period ended2025-12-31
    13F 23,467 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $11,349,089.

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