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Disclosery

Marion Wealth Management: VCLT position timeline

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

Marion Wealth Management held 88,051 VCLT 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 88,051 shares
    Change vs previous 13F +2,642 shares

    1.35% of the 13F portfolio, value $6,625,821.

    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 85,409 shares
    Change vs previous 13F +6,131 shares

    1.42% of the 13F portfolio, value $6,381,736.

    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 79,278 shares
    Change vs previous 13F +2,798 shares

    1.35% of the 13F portfolio, value $6,084,603.

    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 76,480 shares
    Change vs previous 13F +1,194 shares

    1.41% of the 13F portfolio, value $5,938,696.

    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 75,286 shares
    Change vs previous 13F +802 shares

    1.43% of the 13F portfolio, value $5,714,186.

    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 74,484 shares
    Change vs previous 13F +4,942 shares

    1.51% of the 13F portfolio, value $5,654,096.

    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 69,542 shares
    Change vs previous 13F +2,616 shares

    1.38% of the 13F portfolio, value $5,200,352.

    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 66,926 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $5,436,370.

    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).