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Marion Wealth ManagementETFConcentrated long-term

CIK: 0001911097 | MONROEVILLE, PA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR161$508.1M2026-10-22SEC ↗
Q2 2026
13F-HR159$491.5M2026-07-16SEC ↗
Q1 2026
13F-HR146$451.3M2026-05-12SEC ↗
Q4 2025
13F-HR144$450.0M2026-01-26SEC ↗
Q3 2025
13F-HR136$421.6M2025-10-10SEC ↗
Q2 2025
13F-HR131$399.5M2025-08-05SEC ↗
Q1 2025
13F-HR128$374.4M2025-04-08SEC ↗
Q4 2024
13F-HR132$377.1M2025-01-13SEC ↗
Q3 2024
13F-HR126$375.0M2024-10-07SEC ↗
Q2 2024
13F-HR119$340.5M2024-07-09SEC ↗
Q1 2024
13F-HR121$335.0M2024-04-08SEC ↗
Q4 2023
13F-HR118$312.8M2024-01-10SEC ↗
Q3 2023
13F-HR109$284.0M2023-10-18SEC ↗
Q2 2023
13F-HR106$281.5M2023-07-24SEC ↗
Q1 2023
13F-HR105$268.1M2023-04-24SEC ↗
Q4 2022
13F-HR102$237.2M2023-01-19SEC ↗
Q3 2022
13F-HR101$9.7M2022-11-10SEC ↗
Q2 2022
13F-HR100$1.8M2022-07-27SEC ↗
Q1 2022
13F-HR95$837.2K2022-04-08SEC ↗
Q4 2021
13F-HR99$892.4K2022-02-14SEC ↗