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Disclosery

Marion Wealth Management: IVV position timeline

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

Marion Wealth Management held 1,915 IVV 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 1,915 shares
    Change vs previous 13F -84 shares

    0.29% of the 13F portfolio, value $1,434,124.

    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 1,999 shares
    Change vs previous 13F -69 shares

    0.29% of the 13F portfolio, value $1,305,767.

    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 2,068 shares
    Change vs previous 13F -80 shares

    0.32% of the 13F portfolio, value $1,431,552.

    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 2,148 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,437,656.

    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 2,148 shares
    Change vs previous 13F +1,031 shares

    0.33% of the 13F portfolio, value $1,333,693.

    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 1,117 shares
    Change vs previous 13F -26 shares

    0.17% of the 13F portfolio, value $627,642.

    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 1,143 shares
    Change vs previous 13F -67 shares

    0.18% of the 13F portfolio, value $672,861.

    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 1,210 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $697,952.

    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).