Skip to content
Disclosery

Marion Wealth Management: FPE position timeline

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

Marion Wealth Management held 390,957 FPE 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 390,957 shares
    Change vs previous 13F +13,190 shares

    1.43% of the 13F portfolio, value $6,990,309.

    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 377,767 shares
    Change vs previous 13F +17,192 shares

    1.49% of the 13F portfolio, value $6,705,372.

    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 360,575 shares
    Change vs previous 13F +12,391 shares

    1.47% of the 13F portfolio, value $6,605,731.

    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 348,184 shares
    Change vs previous 13F +4,766 shares

    1.51% of the 13F portfolio, value $6,350,872.

    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 343,418 shares
    Change vs previous 13F +6,473 shares

    1.53% of the 13F portfolio, value $6,112,839.

    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 336,945 shares
    Change vs previous 13F +12,731 shares

    1.58% of the 13F portfolio, value $5,926,867.

    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 324,214 shares
    Change vs previous 13F +12,404 shares

    1.52% of the 13F portfolio, value $5,738,581.

    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 311,810 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $5,643,764.

    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).