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Disclosery

Marion Wealth Management: PG position timeline

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

Marion Wealth Management held 14,602 PG 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 14,602 shares
    Change vs previous 13F +894 shares

    0.44% of the 13F portfolio, value $2,141,195.

    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 13,708 shares
    Change vs previous 13F +1,064 shares

    0.44% of the 13F portfolio, value $1,980,019.

    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 12,644 shares
    Change vs previous 13F +465 shares

    0.42% of the 13F portfolio, value $1,898,428.

    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 12,179 shares
    Change vs previous 13F +165 shares

    0.44% of the 13F portfolio, value $1,871,373.

    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 12,014 shares
    Change vs previous 13F +405 shares

    0.48% of the 13F portfolio, value $1,914,018.

    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 11,609 shares
    Change vs previous 13F +7,612 shares

    0.53% of the 13F portfolio, value $1,978,425.

    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 3,997 shares
    Change vs previous 13F +213 shares

    0.18% of the 13F portfolio, value $670,113.

    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 3,784 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $655,410.

    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).