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Disclosery

Marion Wealth Management: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marion Wealth Management on AAPL, newest first. How the timeline and the estimate are built.

Marion Wealth Management held 40,913 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,913 shares
    Change vs previous 13F +1,605 shares

    2.42% of the 13F portfolio, value $11,838,451.

    13F-HR 0001911097-26-000003 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,308 shares
    Change vs previous 13F +1,789 shares

    2.21% of the 13F portfolio, value $9,976,050.

    13F-HR 0001911097-26-000002 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,519 shares
    Change vs previous 13F -248 shares

    2.07% of the 13F portfolio, value $9,306,135.

    13F-HR 0001911097-26-000001 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,767 shares
    Change vs previous 13F -172 shares

    2.28% of the 13F portfolio, value $9,616,652.

    13F-HR 0001911097-25-000006 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,939 shares
    Change vs previous 13F +296 shares

    1.95% of the 13F portfolio, value $7,784,041.

    13F-HR 0001911097-25-000004 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,643 shares
    Change vs previous 13F +1,241 shares

    2.23% of the 13F portfolio, value $8,361,653.

    13F-HR 0001911097-25-000002 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,402 shares
    Change vs previous 13F +400 shares

    2.42% of the 13F portfolio, value $9,115,685.

    13F-HR 0001911097-25-000001 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,002 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $8,388,502.

    13F-HR 0001911097-24-000005 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).