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Disclosery

Marion Wealth Management: SPIB position timeline

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

Marion Wealth Management held 20,290 SPIB 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 20,290 shares
    Change vs previous 13F +736 shares

    0.14% of the 13F portfolio, value $678,903.

    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 19,554 shares
    Change vs previous 13F -2,803 shares

    0.15% of the 13F portfolio, value $655,841.

    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 22,357 shares
    Change vs previous 13F +290 shares

    0.17% of the 13F portfolio, value $757,008.

    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 22,067 shares
    Change vs previous 13F -6 shares

    0.18% of the 13F portfolio, value $747,851.

    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 22,073 shares
    Change vs previous 13F -1,224 shares

    0.19% of the 13F portfolio, value $741,211.

    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 23,297 shares
    Change vs previous 13F -2,646 shares

    0.21% of the 13F portfolio, value $774,392.

    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 25,943 shares
    Change vs previous 13F +523 shares

    0.23% of the 13F portfolio, value $849,893.

    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 25,420 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $856,908.

    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).