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Disclosery

Marion Wealth Management: XLY position timeline

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

Marion Wealth Management held 27,391 XLY 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 27,391 shares
    Change vs previous 13F +284 shares

    0.66% of the 13F portfolio, value $3,212,365.

    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 27,107 shares
    Change vs previous 13F +887 shares

    0.66% of the 13F portfolio, value $2,954,153.

    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 26,220 shares
    Change vs previous 13F +13,279 shares

    0.72% of the 13F portfolio, value $3,228,473.

    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 12,941 shares
    Change vs previous 13F +22 shares

    0.74% of the 13F portfolio, value $3,101,127.

    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 12,919 shares
    Change vs previous 13F +241 shares

    0.7% of the 13F portfolio, value $2,807,611.

    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 12,678 shares
    Change vs previous 13F -1,067 shares

    0.67% of the 13F portfolio, value $2,503,302.

    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 13,745 shares
    Change vs previous 13F +71 shares

    0.82% of the 13F portfolio, value $3,083,593.

    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 13,674 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,739,938.

    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).