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Disclosery

Marion Wealth Management: CBOE position timeline

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

Marion Wealth Management held 10,976 CBOE 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 10,976 shares
    Change vs previous 13F -75 shares

    0.54% of the 13F portfolio, value $2,663,509.

    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 11,051 shares
    Change vs previous 13F +187 shares

    0.69% of the 13F portfolio, value $3,106,030.

    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 10,864 shares
    Change vs previous 13F +26 shares

    0.67% of the 13F portfolio, value $3,002,587.

    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 10,838 shares
    Change vs previous 13F +34 shares

    0.63% of the 13F portfolio, value $2,658,122.

    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 10,804 shares
    Change vs previous 13F +10 shares

    0.63% of the 13F portfolio, value $2,519,656.

    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 10,794 shares
    Change vs previous 13F -287 shares

    0.65% of the 13F portfolio, value $2,442,591.

    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 11,081 shares
    Change vs previous 13F +194 shares

    0.57% of the 13F portfolio, value $2,165,226.

    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 10,887 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,230,364.

    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).