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Disclosery

Marion Wealth Management: IEFA position timeline

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

Marion Wealth Management held 343,708 IEFA 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 343,708 shares
    Change vs previous 13F +4,729 shares

    6.77% of the 13F portfolio, value $33,195,342.

    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 338,979 shares
    Change vs previous 13F -5,958 shares

    6.81% of the 13F portfolio, value $30,687,775.

    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 344,937 shares
    Change vs previous 13F +1,621 shares

    7.15% of the 13F portfolio, value $32,192,977.

    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 343,316 shares
    Change vs previous 13F +652 shares

    7.11% of the 13F portfolio, value $29,974,954.

    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 342,664 shares
    Change vs previous 13F +3,014 shares

    7.16% of the 13F portfolio, value $28,605,623.

    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 339,650 shares
    Change vs previous 13F -955 shares

    6.86% of the 13F portfolio, value $25,694,515.

    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 340,605 shares
    Change vs previous 13F +8,618 shares

    6.35% of the 13F portfolio, value $23,937,712.

    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 331,987 shares
    Change vs previous 13F not available

    6.91% of the 13F portfolio, value $25,911,551.

    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).