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Disclosery

Marion Wealth Management: SPSB position timeline

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

Marion Wealth Management held 16,167 SPSB 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 16,167 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $485,161.

    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 16,163 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $486,019.

    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 16,160 shares
    Change vs previous 13F +5 shares

    0.11% of the 13F portfolio, value $488,854.

    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 16,155 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $489,348.

    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 16,152 shares
    Change vs previous 13F -295 shares

    0.12% of the 13F portfolio, value $487,616.

    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 16,447 shares
    Change vs previous 13F -1,980 shares

    0.13% of the 13F portfolio, value $495,044.

    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 18,427 shares
    Change vs previous 13F +304 shares

    0.15% of the 13F portfolio, value $550,231.

    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 18,123 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $548,757.

    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).