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Disclosery

Marion Wealth Management: VOT position timeline

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

Marion Wealth Management held 62,783 VOT 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 62,783 shares
    Change vs previous 13F +2,405 shares

    3.92% of the 13F portfolio, value $19,230,285.

    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 60,378 shares
    Change vs previous 13F +4,720 shares

    3.45% of the 13F portfolio, value $15,538,273.

    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 55,658 shares
    Change vs previous 13F +1,179 shares

    3.49% of the 13F portfolio, value $15,716,821.

    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 54,479 shares
    Change vs previous 13F -722 shares

    3.8% of the 13F portfolio, value $16,005,242.

    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 55,201 shares
    Change vs previous 13F +1,537 shares

    3.93% of the 13F portfolio, value $15,698,637.

    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 53,664 shares
    Change vs previous 13F -1,884 shares

    3.51% of the 13F portfolio, value $13,128,382.

    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 55,548 shares
    Change vs previous 13F -75 shares

    3.74% of the 13F portfolio, value $14,095,180.

    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 55,623 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $13,542,473.

    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).