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Disclosery

Marion Wealth Management: AEP position timeline

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

Marion Wealth Management held 11,053 AEP 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 11,053 shares
    Change vs previous 13F +454 shares

    0.31% of the 13F portfolio, value $1,512,142.

    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 10,599 shares
    Change vs previous 13F +409 shares

    0.31% of the 13F portfolio, value $1,389,253.

    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 10,190 shares
    Change vs previous 13F +331 shares

    0.26% of the 13F portfolio, value $1,188,481.

    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 9,859 shares
    Change vs previous 13F +81 shares

    0.26% of the 13F portfolio, value $1,109,115.

    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 9,778 shares
    Change vs previous 13F +789 shares

    0.25% of the 13F portfolio, value $1,014,608.

    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 8,989 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $982,228.

    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).