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Disclosery

Marion Wealth Management: XLC position timeline

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

Marion Wealth Management held 30,976 XLC 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 30,976 shares
    Change vs previous 13F +337 shares

    0.68% of the 13F portfolio, value $3,318,426.

    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 30,639 shares
    Change vs previous 13F +431 shares

    0.75% of the 13F portfolio, value $3,396,672.

    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 30,208 shares
    Change vs previous 13F +478 shares

    0.79% of the 13F portfolio, value $3,533,097.

    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 29,730 shares
    Change vs previous 13F -38 shares

    0.83% of the 13F portfolio, value $3,519,162.

    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 29,768 shares
    Change vs previous 13F +268 shares

    0.81% of the 13F portfolio, value $3,230,676.

    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 29,500 shares
    Change vs previous 13F -4,025 shares

    0.76% of the 13F portfolio, value $2,845,292.

    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 33,525 shares
    Change vs previous 13F -65 shares

    0.86% of the 13F portfolio, value $3,245,557.

    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 33,590 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,036,573.

    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).