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Disclosery

Marion Wealth Management: SGOV position timeline

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

Marion Wealth Management held 51,378 SGOV 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 51,378 shares
    Change vs previous 13F +2,743 shares

    1.06% of the 13F portfolio, value $5,172,266.

    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 48,635 shares
    Change vs previous 13F +3,377 shares

    1.09% of the 13F portfolio, value $4,895,638.

    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 45,258 shares
    Change vs previous 13F -208 shares

    1.01% of the 13F portfolio, value $4,553,411.

    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 45,466 shares
    Change vs previous 13F +1,750 shares

    1.09% of the 13F portfolio, value $4,578,376.

    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 43,716 shares
    Change vs previous 13F -952 shares

    1.1% of the 13F portfolio, value $4,401,743.

    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 44,668 shares
    Change vs previous 13F -2,428 shares

    1.2% of the 13F portfolio, value $4,496,746.

    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 47,096 shares
    Change vs previous 13F -172 shares

    1.25% of the 13F portfolio, value $4,724,707.

    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 47,268 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $4,760,868.

    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).