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Disclosery

Marion Wealth Management: VRP position timeline

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

Marion Wealth Management held 9,615 VRP 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 9,615 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $233,741.

    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 9,615 shares
    Change vs previous 13F -528 shares

    0.05% of the 13F portfolio, value $230,568.

    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 10,143 shares
    Change vs previous 13F -1,087 shares

    0.06% of the 13F portfolio, value $247,793.

    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 11,230 shares
    Change vs previous 13F -525 shares

    0.07% of the 13F portfolio, value $277,388.

    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 11,755 shares
    Change vs previous 13F -229 shares

    0.07% of the 13F portfolio, value $287,417.

    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 11,984 shares
    Change vs previous 13F -1,889 shares

    0.08% of the 13F portfolio, value $290,499.

    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 13,873 shares
    Change vs previous 13F +229 shares

    0.09% of the 13F portfolio, value $335,595.

    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 13,644 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $333,739.

    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).