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Disclosery

Marion Wealth Management: BND position timeline

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

Marion Wealth Management held 9,551 BND 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 9,551 shares
    Change vs previous 13F +455 shares

    0.14% of the 13F portfolio, value $701,123.

    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 9,096 shares
    Change vs previous 13F -699 shares

    0.15% of the 13F portfolio, value $669,861.

    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 9,795 shares
    Change vs previous 13F -2,418 shares

    0.16% of the 13F portfolio, value $727,295.

    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 12,213 shares
    Change vs previous 13F +3,000 shares

    0.22% of the 13F portfolio, value $908,258.

    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 9,213 shares
    Change vs previous 13F +178 shares

    0.17% of the 13F portfolio, value $678,367.

    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 9,035 shares
    Change vs previous 13F +104 shares

    0.18% of the 13F portfolio, value $663,621.

    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 8,931 shares
    Change vs previous 13F +364 shares

    0.17% of the 13F portfolio, value $642,228.

    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 8,567 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $643,467.

    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).