Skip to content
Disclosery

Marion Wealth Management: BX position timeline

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

Marion Wealth Management held 21,842 BX 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 21,842 shares
    Change vs previous 13F +977 shares

    0.52% of the 13F portfolio, value $2,570,147.

    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 20,865 shares
    Change vs previous 13F +4,506 shares

    0.53% of the 13F portfolio, value $2,399,297.

    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 16,359 shares
    Change vs previous 13F +467 shares

    0.55% of the 13F portfolio, value $2,461,731.

    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 15,892 shares
    Change vs previous 13F -11 shares

    0.64% of the 13F portfolio, value $2,715,211.

    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 15,903 shares
    Change vs previous 13F +454 shares

    0.6% of the 13F portfolio, value $2,378,742.

    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 15,449 shares
    Change vs previous 13F -2,484 shares

    0.58% of the 13F portfolio, value $2,159,489.

    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 17,933 shares
    Change vs previous 13F -278 shares

    0.82% of the 13F portfolio, value $3,091,971.

    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 18,211 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,788,672.

    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).