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Disclosery

Marion Wealth Management: COMT position timeline

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

Marion Wealth Management held 9,886 COMT 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 9,886 shares
    Change vs previous 13F -506 shares

    0.06% of the 13F portfolio, value $300,238.

    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 10,392 shares
    Change vs previous 13F -1,996 shares

    0.08% of the 13F portfolio, value $351,354.

    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 12,388 shares
    Change vs previous 13F -1,765 shares

    0.07% of the 13F portfolio, value $330,760.

    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 14,153 shares
    Change vs previous 13F -1,894 shares

    0.09% of the 13F portfolio, value $380,008.

    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 16,047 shares
    Change vs previous 13F -8,167 shares

    0.1% of the 13F portfolio, value $414,815.

    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 24,214 shares
    Change vs previous 13F -14,059 shares

    0.17% of the 13F portfolio, value $640,945.

    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 38,273 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $968,690.

    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).