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Disclosery

Marion Wealth Management: MDY position timeline

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

Marion Wealth Management held 1,187 MDY 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 1,187 shares
    Change vs previous 13F +73 shares

    0.17% of the 13F portfolio, value $834,529.

    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 1,114 shares
    Change vs previous 13F +3 shares

    0.15% of the 13F portfolio, value $687,289.

    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 1,111 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $706,812.

    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 1,108 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $660,568.

    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 1,105 shares
    Change vs previous 13F -930 shares

    0.16% of the 13F portfolio, value $626,021.

    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 2,035 shares
    Change vs previous 13F +4 shares

    0.29% of the 13F portfolio, value $1,085,367.

    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 2,031 shares
    Change vs previous 13F +3 shares

    0.31% of the 13F portfolio, value $1,156,797.

    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 2,028 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,155,293.

    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).