Skip to content
Disclosery

Marion Wealth Management: ADI position timeline

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

Marion Wealth Management held 17,944 ADI 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 17,944 shares
    Change vs previous 13F -1,441 shares

    1.45% of the 13F portfolio, value $7,126,898.

    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 19,385 shares
    Change vs previous 13F -1,869 shares

    1.37% of the 13F portfolio, value $6,167,120.

    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 21,254 shares
    Change vs previous 13F -19 shares

    1.44% of the 13F portfolio, value $6,495,375.

    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 21,273 shares
    Change vs previous 13F -91 shares

    1.24% of the 13F portfolio, value $5,226,794.

    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 21,364 shares
    Change vs previous 13F +443 shares

    1.27% of the 13F portfolio, value $5,084,961.

    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 20,921 shares
    Change vs previous 13F +67 shares

    1.13% of the 13F portfolio, value $4,219,155.

    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 20,854 shares
    Change vs previous 13F +623 shares

    1.17% of the 13F portfolio, value $4,430,633.

    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 20,231 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $4,656,624.

    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).