Skip to content
Disclosery

Marion Wealth Management: UPS position timeline

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

Marion Wealth Management held 14,946 UPS 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 14,946 shares
    Change vs previous 13F -2,949 shares

    0.33% of the 13F portfolio, value $1,606,695.

    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 17,895 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,760,510.

    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 17,895 shares
    Change vs previous 13F -1 shares

    0.43% of the 13F portfolio, value $1,932,302.

    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 17,896 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,494,853.

    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 17,896 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,806,422.

    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 17,896 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,968,381.

    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 17,896 shares
    Change vs previous 13F +3 shares

    0.6% of the 13F portfolio, value $2,256,686.

    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 17,893 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,439,532.

    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).