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Disclosery

Marion Wealth Management: XLE position timeline

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

Marion Wealth Management held 38,996 XLE 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 38,996 shares
    Change vs previous 13F -471 shares

    0.42% of the 13F portfolio, value $2,071,054.

    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 39,467 shares
    Change vs previous 13F -352 shares

    0.54% of the 13F portfolio, value $2,417,756.

    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 39,819 shares
    Change vs previous 13F +20,516 shares

    0.44% of the 13F portfolio, value $1,958,686.

    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 19,303 shares
    Change vs previous 13F +190 shares

    0.41% of the 13F portfolio, value $1,724,532.

    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 19,113 shares
    Change vs previous 13F +417 shares

    0.41% of the 13F portfolio, value $1,620,987.

    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 18,696 shares
    Change vs previous 13F +896 shares

    0.47% of the 13F portfolio, value $1,747,167.

    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 17,800 shares
    Change vs previous 13F +405 shares

    0.4% of the 13F portfolio, value $1,524,730.

    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 17,395 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,527,241.

    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).