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Marathon Wealth Advisors LLC: VB position timeline

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

Marathon Wealth Advisors LLC held 21,296 VB 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 21,296 shares
    Change vs previous 13F -18 shares

    2.21% of the 13F portfolio, value $6,455,313.

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

  2. period ended2026-03-31
    13F 21,314 shares
    Change vs previous 13F +393 shares

    2.29% of the 13F portfolio, value $5,582,548.

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

  3. period ended2025-12-31
    13F 20,921 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $5,396,463.

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