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Disclosery

Marion Wealth Management: PDBC position timeline

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

Marion Wealth Management held 1,073,833 PDBC 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 1,073,833 shares
    Change vs previous 13F -35,976 shares

    3.48% of the 13F portfolio, value $17,052,472.

    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 1,109,809 shares
    Change vs previous 13F -12,323 shares

    4.27% of the 13F portfolio, value $19,221,896.

    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 1,122,132 shares
    Change vs previous 13F +52,698 shares

    3.58% of the 13F portfolio, value $16,091,376.

    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 1,069,434 shares
    Change vs previous 13F +24,272 shares

    3.41% of the 13F portfolio, value $14,362,495.

    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 1,045,162 shares
    Change vs previous 13F +62,338 shares

    3.41% of the 13F portfolio, value $13,628,909.

    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 982,824 shares
    Change vs previous 13F +103,958 shares

    3.58% of the 13F portfolio, value $13,395,888.

    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 878,866 shares
    Change vs previous 13F -32,748 shares

    3.03% of the 13F portfolio, value $11,416,471.

    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 911,614 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $12,242,975.

    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).