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Disclosery

Marion Wealth Management: IWN position timeline

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

Marion Wealth Management held 51,511 IWN 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 51,511 shares
    Change vs previous 13F -569 shares

    2.32% of the 13F portfolio, value $11,394,329.

    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 52,080 shares
    Change vs previous 13F -716 shares

    2.19% of the 13F portfolio, value $9,873,763.

    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 52,796 shares
    Change vs previous 13F +815 shares

    2.3% of the 13F portfolio, value $10,327,953.

    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 51,981 shares
    Change vs previous 13F +325 shares

    2.18% of the 13F portfolio, value $9,190,734.

    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 51,656 shares
    Change vs previous 13F +2,124 shares

    2.04% of the 13F portfolio, value $8,149,242.

    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 49,532 shares
    Change vs previous 13F +1,101 shares

    2% of the 13F portfolio, value $7,478,351.

    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 48,431 shares
    Change vs previous 13F +625 shares

    2.11% of the 13F portfolio, value $7,950,891.

    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 47,806 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $7,975,067.

    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).