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Disclosery

Marion Wealth Management: XLV position timeline

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

Marion Wealth Management held 21,151 XLV 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 21,151 shares
    Change vs previous 13F +493 shares

    0.68% of the 13F portfolio, value $3,355,788.

    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 20,658 shares
    Change vs previous 13F +149 shares

    0.67% of the 13F portfolio, value $3,028,718.

    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 20,509 shares
    Change vs previous 13F +220 shares

    0.72% of the 13F portfolio, value $3,229,741.

    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 20,289 shares
    Change vs previous 13F +231 shares

    0.67% of the 13F portfolio, value $2,823,682.

    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 20,058 shares
    Change vs previous 13F +681 shares

    0.68% of the 13F portfolio, value $2,703,612.

    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 19,377 shares
    Change vs previous 13F +605 shares

    0.76% of the 13F portfolio, value $2,829,302.

    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 18,772 shares
    Change vs previous 13F +628 shares

    0.68% of the 13F portfolio, value $2,582,491.

    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 18,144 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,794,614.

    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).