Marathon Wealth Advisors LLC: NEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marathon Wealth Advisors LLC on NEE, newest first. How the timeline and the estimate are built.
Marathon Wealth Advisors LLC held 9,890 NEE shares at 2026-06-30 per its 13F-HR filed 2026-09-11.
the latest 13F is the newest step
- period ended2026-06-3013F 9,890 sharesChange vs previous 13F +46 shares
0.3% of the 13F portfolio, value $868,070.
13F-HR 0001085146-26-000772 filed by Marathon Wealth Advisors LLC
Accepted , ingested - period ended2026-03-3113F 9,844 sharesChange vs previous 13F +186 shares
0.38% of the 13F portfolio, value $914,304.
13F-HR 0001085146-26-000771 filed by Marathon Wealth Advisors LLC
Accepted , ingested - period ended2025-12-3113F 9,658 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $775,381.
13F-HR 0001085146-26-000770 filed by Marathon Wealth Advisors LLC
Accepted , ingested