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Marion Wealth Management: IEMG position timeline

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

Marion Wealth Management held 261,219 IEMG 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 261,219 shares
    Change vs previous 13F -15,341 shares

    4.41% of the 13F portfolio, value $21,639,418.

    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 276,560 shares
    Change vs previous 13F -28,076 shares

    4.28% of the 13F portfolio, value $19,290,073.

    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 304,636 shares
    Change vs previous 13F -394 shares

    4.9% of the 13F portfolio, value $22,055,660.

    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 305,030 shares
    Change vs previous 13F -141 shares

    4.77% of the 13F portfolio, value $20,107,573.

    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 305,171 shares
    Change vs previous 13F +6,957 shares

    4.59% of the 13F portfolio, value $18,319,411.

    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 298,214 shares
    Change vs previous 13F +11,190 shares

    4.3% of the 13F portfolio, value $16,094,608.

    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 287,024 shares
    Change vs previous 13F +7,958 shares

    3.97% of the 13F portfolio, value $14,988,391.

    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 279,066 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $16,021,168.

    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).