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Disclosery

Marion Wealth Management: VBK position timeline

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

Marion Wealth Management held 32,271 VBK 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 32,271 shares
    Change vs previous 13F -333 shares

    2.41% of the 13F portfolio, value $11,801,506.

    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 32,604 shares
    Change vs previous 13F -2,028 shares

    2.19% of the 13F portfolio, value $9,854,517.

    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 34,632 shares
    Change vs previous 13F +416 shares

    2.49% of the 13F portfolio, value $11,207,863.

    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 34,216 shares
    Change vs previous 13F +99 shares

    2.42% of the 13F portfolio, value $10,183,481.

    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 34,117 shares
    Change vs previous 13F +1,024 shares

    2.37% of the 13F portfolio, value $9,448,417.

    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 33,093 shares
    Change vs previous 13F -642 shares

    2.23% of the 13F portfolio, value $8,331,875.

    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 33,735 shares
    Change vs previous 13F -82 shares

    2.51% of the 13F portfolio, value $9,447,698.

    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 33,817 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $9,041,735.

    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).