Skip to content
Disclosery

Marion Wealth Management: JEPQ position timeline

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

Marion Wealth Management held 7,112 JEPQ 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 7,112 shares
    Change vs previous 13F -1,283 shares

    0.09% of the 13F portfolio, value $437,104.

    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 8,395 shares
    Change vs previous 13F -822 shares

    0.1% of the 13F portfolio, value $466,090.

    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 9,217 shares
    Change vs previous 13F -232 shares

    0.12% of the 13F portfolio, value $545,831.

    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 9,449 shares
    Change vs previous 13F -337 shares

    0.13% of the 13F portfolio, value $543,506.

    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 9,786 shares
    Change vs previous 13F -1,427 shares

    0.13% of the 13F portfolio, value $532,358.

    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 11,213 shares
    Change vs previous 13F -112 shares

    0.16% of the 13F portfolio, value $580,618.

    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 11,325 shares
    Change vs previous 13F +254 shares

    0.17% of the 13F portfolio, value $638,495.

    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 11,071 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $608,130.

    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).