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Disclosery

Marion Wealth Management: WM position timeline

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

Marion Wealth Management held 1,291 WM 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 1,291 shares
    Change vs previous 13F +168 shares

    0.06% of the 13F portfolio, value $287,655.

    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 1,123 shares
    Change vs previous 13F +67 shares

    0.06% of the 13F portfolio, value $258,152.

    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 1,056 shares
    Change vs previous 13F +149 shares

    0.05% of the 13F portfolio, value $242,149.

    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 907 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $200,360.

    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).