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Disclosery

Marion Wealth Management: VGT position timeline

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

Marion Wealth Management held 59,151 VGT 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 59,151 shares
    Change vs previous 13F +51,534 shares

    1.44% of the 13F portfolio, value $7,069,721.

    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 7,617 shares
    Change vs previous 13F +43 shares

    1.18% of the 13F portfolio, value $5,314,200.

    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 7,574 shares
    Change vs previous 13F -91 shares

    1.27% of the 13F portfolio, value $5,718,647.

    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 7,665 shares
    Change vs previous 13F -73 shares

    1.36% of the 13F portfolio, value $5,723,200.

    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 7,738 shares
    Change vs previous 13F +149 shares

    1.28% of the 13F portfolio, value $5,132,666.

    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 7,589 shares
    Change vs previous 13F -661 shares

    1.1% of the 13F portfolio, value $4,116,130.

    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 8,250 shares
    Change vs previous 13F -8 shares

    1.36% of the 13F portfolio, value $5,130,107.

    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 8,258 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,843,623.

    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).