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Disclosery

Marion Wealth Management: META position timeline

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

Marion Wealth Management held 7,668 META 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 7,668 shares
    Change vs previous 13F +183 shares

    0.88% of the 13F portfolio, value $4,319,339.

    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 7,485 shares
    Change vs previous 13F +535 shares

    0.95% of the 13F portfolio, value $4,282,395.

    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 6,950 shares
    Change vs previous 13F +179 shares

    1.02% of the 13F portfolio, value $4,578,363.

    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 6,771 shares
    Change vs previous 13F -51 shares

    1.18% of the 13F portfolio, value $4,972,446.

    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 6,822 shares
    Change vs previous 13F +97 shares

    1.26% of the 13F portfolio, value $5,035,192.

    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 6,725 shares
    Change vs previous 13F -1,397 shares

    1.04% of the 13F portfolio, value $3,875,962.

    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 8,122 shares
    Change vs previous 13F -52 shares

    1.26% of the 13F portfolio, value $4,755,468.

    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 8,174 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,679,061.

    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).