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Disclosery

Marion Wealth Management: MSFT position timeline

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

Marion Wealth Management held 16,999 MSFT 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 16,999 shares
    Change vs previous 13F +288 shares

    1.29% of the 13F portfolio, value $6,340,843.

    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 16,711 shares
    Change vs previous 13F +1,297 shares

    1.37% of the 13F portfolio, value $6,185,923.

    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 15,414 shares
    Change vs previous 13F +100 shares

    1.6% of the 13F portfolio, value $7,182,353.

    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 15,314 shares
    Change vs previous 13F -134 shares

    1.88% of the 13F portfolio, value $7,931,846.

    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 15,448 shares
    Change vs previous 13F +58 shares

    1.92% of the 13F portfolio, value $7,684,229.

    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 15,390 shares
    Change vs previous 13F +148 shares

    1.54% of the 13F portfolio, value $5,777,254.

    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 15,242 shares
    Change vs previous 13F +159 shares

    1.7% of the 13F portfolio, value $6,424,687.

    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 15,083 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $6,490,235.

    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).