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Disclosery

Marion Wealth Management: IBB position timeline

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

Marion Wealth Management held 19,709 IBB 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 19,709 shares
    Change vs previous 13F -432 shares

    0.76% of the 13F portfolio, value $3,748,415.

    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 20,141 shares
    Change vs previous 13F -912 shares

    0.75% of the 13F portfolio, value $3,400,770.

    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 21,053 shares
    Change vs previous 13F -128 shares

    0.82% of the 13F portfolio, value $3,691,167.

    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 21,181 shares
    Change vs previous 13F +124 shares

    0.73% of the 13F portfolio, value $3,057,835.

    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 21,057 shares
    Change vs previous 13F +837 shares

    0.67% of the 13F portfolio, value $2,663,981.

    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 20,220 shares
    Change vs previous 13F +454 shares

    0.69% of the 13F portfolio, value $2,586,198.

    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 19,766 shares
    Change vs previous 13F +545 shares

    0.69% of the 13F portfolio, value $2,613,228.

    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 19,221 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,798,526.

    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).