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Marion Wealth Management: VGLT position timeline

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

Marion Wealth Management held 30,475 VGLT 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 30,475 shares
    Change vs previous 13F +1,115 shares

    0.34% of the 13F portfolio, value $1,681,587.

    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 29,360 shares
    Change vs previous 13F +2,365 shares

    0.36% of the 13F portfolio, value $1,625,213.

    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 26,995 shares
    Change vs previous 13F +905 shares

    0.34% of the 13F portfolio, value $1,514,680.

    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 26,090 shares
    Change vs previous 13F +378 shares

    0.35% of the 13F portfolio, value $1,483,471.

    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 25,712 shares
    Change vs previous 13F +383 shares

    0.36% of the 13F portfolio, value $1,442,981.

    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 25,329 shares
    Change vs previous 13F +2,221 shares

    0.39% of the 13F portfolio, value $1,459,204.

    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 23,108 shares
    Change vs previous 13F +657 shares

    0.34% of the 13F portfolio, value $1,279,035.

    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 22,451 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,381,654.

    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).