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Marathon Wealth Advisors LLC: VUG position timeline

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

Marathon Wealth Advisors LLC held 129,706 VUG 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 129,706 shares
    Change vs previous 13F +109,776 shares

    3.82% of the 13F portfolio, value $11,172,897.

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

  2. period ended2026-03-31
    13F 19,930 shares
    Change vs previous 13F +1,728 shares

    3.57% of the 13F portfolio, value $8,705,353.

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

  3. period ended2025-12-31
    13F 18,202 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $8,879,972.

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