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Disclosery

Marion Wealth Management: SPYG position timeline

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

Marion Wealth Management held 76,215 SPYG 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 76,215 shares
    Change vs previous 13F -46 shares

    1.85% of the 13F portfolio, value $9,068,789.

    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 76,261 shares
    Change vs previous 13F -4,574 shares

    1.66% of the 13F portfolio, value $7,466,691.

    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 80,835 shares
    Change vs previous 13F +440 shares

    1.92% of the 13F portfolio, value $8,645,310.

    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 80,395 shares
    Change vs previous 13F -362 shares

    1.99% of the 13F portfolio, value $8,402,121.

    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 80,757 shares
    Change vs previous 13F +1,343 shares

    1.93% of the 13F portfolio, value $7,697,741.

    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 79,414 shares
    Change vs previous 13F -9,182 shares

    1.7% of the 13F portfolio, value $6,382,495.

    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 88,596 shares
    Change vs previous 13F -255 shares

    2.07% of the 13F portfolio, value $7,787,604.

    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 88,851 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $7,369,285.

    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).