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Marion Wealth Management: CRM position timeline

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

Marion Wealth Management held 22,482 CRM 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 22,482 shares
    Change vs previous 13F +3,882 shares

    0.72% of the 13F portfolio, value $3,522,069.

    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 18,600 shares
    Change vs previous 13F +4,540 shares

    0.77% of the 13F portfolio, value $3,472,078.

    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 14,060 shares
    Change vs previous 13F +944 shares

    0.71% of the 13F portfolio, value $3,206,402.

    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 13,116 shares
    Change vs previous 13F +137 shares

    0.74% of the 13F portfolio, value $3,108,412.

    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 12,979 shares
    Change vs previous 13F +919 shares

    0.89% of the 13F portfolio, value $3,539,115.

    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 12,060 shares
    Change vs previous 13F +10,990 shares

    0.86% of the 13F portfolio, value $3,236,530.

    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 1,070 shares
    Change vs previous 13F +165 shares

    0.09% of the 13F portfolio, value $357,838.

    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 905 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $247,764.

    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).