Ownership history in Marion Wealth Management · 17 quarters on record
This page tracks every 13F SEC filing in which Marion Wealth Management reported a position in UBS AG LONDON BRANCH (MLPB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 607,567 | +18,434 | +3.1% | 3.54% | $16.0M | $24.88 |
| 2025 Q3 | ADDED | 589,133 | +11,461 | +2.0% | 3.49% | $14.7M | $24.14 |
| 2025 Q2 | ADDED | 577,672 | +10,652 | +1.9% | 3.76% | $15.0M | $24.72 |
| 2025 Q1 | REDUCED | 567,020 | -35,693 | -5.9% | 4.20% | $15.7M | $25.92 |
| 2024 Q4 | ADDED | 602,713 | +10,096 | +1.7% | 4.02% | $15.2M | $23.17 |
| 2024 Q3 | ADDED | 592,617 | +23,237 | +4.1% | 3.85% | $14.4M | $22.04 |
| 2024 Q2 | ADDED | 569,380 | +5,916 | +1.0% | 4.12% | $14.0M | $21.94 |
| 2024 Q1 | ADDED | 563,464 | +1,813 | +0.3% | 4.06% | $13.6M | $21.20 |
| 2023 Q4 | REDUCED | 561,651 | -4,676 | -0.8% | 3.84% | $12.0M | $18.45 |
| 2023 Q3 | ADDED | 566,327 | +3,480 | +0.6% | 4.24% | $12.0M | $18.03 |
As of 2025 Q4 — sorted by position size