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Disclosery

Marion Wealth Management: PRF position timeline

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

Marion Wealth Management held 171,946 PRF 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 171,946 shares
    Change vs previous 13F +985 shares

    1.9% of the 13F portfolio, value $9,290,221.

    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 170,961 shares
    Change vs previous 13F -24,772 shares

    1.8% of the 13F portfolio, value $8,125,774.

    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 195,733 shares
    Change vs previous 13F +2,349 shares

    2.11% of the 13F portfolio, value $9,489,116.

    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 193,384 shares
    Change vs previous 13F +201 shares

    2.07% of the 13F portfolio, value $8,742,913.

    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 193,183 shares
    Change vs previous 13F +37,790 shares

    2.04% of the 13F portfolio, value $8,165,845.

    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 155,393 shares
    Change vs previous 13F -3,973 shares

    1.68% of the 13F portfolio, value $6,279,450.

    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 159,366 shares
    Change vs previous 13F +1,316 shares

    1.7% of the 13F portfolio, value $6,428,833.

    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 158,050 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $6,421,569.

    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).