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Disclosery

Marion Wealth Management: MLPB position timeline

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

Marion Wealth Management held 598,326 MLPB 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 598,326 shares
    Change vs previous 13F -4,037 shares

    3.52% of the 13F portfolio, value $17,233,648.

    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 602,363 shares
    Change vs previous 13F -5,204 shares

    3.88% of the 13F portfolio, value $17,487,265.

    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 607,567 shares
    Change vs previous 13F +18,434 shares

    3.54% of the 13F portfolio, value $15,951,372.

    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 589,133 shares
    Change vs previous 13F +11,461 shares

    3.49% of the 13F portfolio, value $14,722,555.

    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 577,672 shares
    Change vs previous 13F +10,652 shares

    3.76% of the 13F portfolio, value $15,022,307.

    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 567,020 shares
    Change vs previous 13F -35,693 shares

    4.2% of the 13F portfolio, value $15,737,077.

    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 602,713 shares
    Change vs previous 13F +10,096 shares

    4.02% of the 13F portfolio, value $15,177,224.

    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 592,617 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $14,419,854.

    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).