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Disclosery

Marion Wealth Management: ACN position timeline

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

Marion Wealth Management held 23,008 ACN 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 23,008 shares
    Change vs previous 13F +4,665 shares

    0.58% of the 13F portfolio, value $2,863,115.

    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 18,343 shares
    Change vs previous 13F +3,637 shares

    0.81% of the 13F portfolio, value $3,637,233.

    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 14,706 shares
    Change vs previous 13F +1,160 shares

    0.92% of the 13F portfolio, value $4,133,414.

    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 13,546 shares
    Change vs previous 13F +1,106 shares

    0.79% of the 13F portfolio, value $3,340,522.

    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 12,440 shares
    Change vs previous 13F +357 shares

    0.93% of the 13F portfolio, value $3,718,286.

    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 12,083 shares
    Change vs previous 13F +72 shares

    1.01% of the 13F portfolio, value $3,770,478.

    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 12,011 shares
    Change vs previous 13F +421 shares

    1.12% of the 13F portfolio, value $4,225,469.

    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 11,590 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,096,953.

    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).