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Disclosery

Marion Wealth Management: HYLB position timeline

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

Marion Wealth Management held 196,640 HYLB 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 196,640 shares
    Change vs previous 13F +7,880 shares

    1.47% of the 13F portfolio, value $7,181,275.

    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 188,760 shares
    Change vs previous 13F +9,871 shares

    1.51% of the 13F portfolio, value $6,825,559.

    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 178,889 shares
    Change vs previous 13F +5,769 shares

    1.47% of the 13F portfolio, value $6,631,403.

    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 173,120 shares
    Change vs previous 13F +1,867 shares

    1.52% of the 13F portfolio, value $6,424,476.

    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 171,253 shares
    Change vs previous 13F +3,909 shares

    1.58% of the 13F portfolio, value $6,322,675.

    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 167,344 shares
    Change vs previous 13F +6,573 shares

    1.62% of the 13F portfolio, value $6,049,485.

    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 160,771 shares
    Change vs previous 13F +4,029 shares

    1.54% of the 13F portfolio, value $5,800,617.

    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 156,742 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $5,786,921.

    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).