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Disclosery

Marion Wealth Management: VWOB position timeline

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

Marion Wealth Management held 205,098 VWOB 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 205,098 shares
    Change vs previous 13F +4,315 shares

    2.81% of the 13F portfolio, value $13,790,802.

    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 200,783 shares
    Change vs previous 13F +655 shares

    2.93% of the 13F portfolio, value $13,189,438.

    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 200,128 shares
    Change vs previous 13F +6,868 shares

    3.01% of the 13F portfolio, value $13,552,666.

    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 193,260 shares
    Change vs previous 13F +2,413 shares

    3.07% of the 13F portfolio, value $12,929,083.

    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 190,847 shares
    Change vs previous 13F +4,107 shares

    3.12% of the 13F portfolio, value $12,471,871.

    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 186,740 shares
    Change vs previous 13F +9,193 shares

    3.2% of the 13F portfolio, value $11,988,718.

    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 177,547 shares
    Change vs previous 13F +5,944 shares

    2.97% of the 13F portfolio, value $11,212,078.

    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 171,603 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $11,389,296.

    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).