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Disclosery

Marion Wealth Management: VCSH position timeline

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

Marion Wealth Management held 132,681 VCSH 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 132,681 shares
    Change vs previous 13F -22,499 shares

    2.14% of the 13F portfolio, value $10,485,768.

    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 155,180 shares
    Change vs previous 13F -81,819 shares

    2.73% of the 13F portfolio, value $12,301,142.

    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 236,999 shares
    Change vs previous 13F +9,057 shares

    4.21% of the 13F portfolio, value $18,924,335.

    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 227,942 shares
    Change vs previous 13F +3,425 shares

    4.32% of the 13F portfolio, value $18,219,371.

    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 224,517 shares
    Change vs previous 13F +572 shares

    4.47% of the 13F portfolio, value $17,849,129.

    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 223,945 shares
    Change vs previous 13F +5,989 shares

    4.72% of the 13F portfolio, value $17,678,241.

    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 217,956 shares
    Change vs previous 13F +5,189 shares

    4.51% of the 13F portfolio, value $17,002,764.

    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 212,767 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $16,897,977.

    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).