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Disclosery

Marion Wealth Management: VGSH position timeline

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

Marion Wealth Management held 84,523 VGSH 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 84,523 shares
    Change vs previous 13F -11,698 shares

    1% of the 13F portfolio, value $4,919,241.

    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 96,221 shares
    Change vs previous 13F -33,844 shares

    1.25% of the 13F portfolio, value $5,632,805.

    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 130,065 shares
    Change vs previous 13F +3,938 shares

    1.7% of the 13F portfolio, value $7,641,341.

    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 126,127 shares
    Change vs previous 13F +2,061 shares

    1.76% of the 13F portfolio, value $7,422,561.

    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 124,066 shares
    Change vs previous 13F +1,626 shares

    1.83% of the 13F portfolio, value $7,292,605.

    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 122,440 shares
    Change vs previous 13F +9,200 shares

    1.92% of the 13F portfolio, value $7,186,020.

    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 113,240 shares
    Change vs previous 13F +5,080 shares

    1.75% of the 13F portfolio, value $6,588,297.

    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 108,160 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $6,383,597.

    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).