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Disclosery

Marion Wealth Management: AMT position timeline

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

Marion Wealth Management held 7,053 AMT 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 7,053 shares
    Change vs previous 13F +308 shares

    0.24% of the 13F portfolio, value $1,153,657.

    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 6,745 shares
    Change vs previous 13F +504 shares

    0.26% of the 13F portfolio, value $1,164,060.

    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 6,241 shares
    Change vs previous 13F +229 shares

    0.25% of the 13F portfolio, value $1,115,610.

    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 6,012 shares
    Change vs previous 13F +88 shares

    0.27% of the 13F portfolio, value $1,156,299.

    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 5,924 shares
    Change vs previous 13F +48 shares

    0.33% of the 13F portfolio, value $1,309,250.

    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 5,876 shares
    Change vs previous 13F +388 shares

    0.34% of the 13F portfolio, value $1,278,607.

    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 5,488 shares
    Change vs previous 13F +156 shares

    0.27% of the 13F portfolio, value $1,006,535.

    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 5,332 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,240,050.

    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).