Marion Wealth Management
- SEC CIK
- 0001911097
- Latest filing
- Jul 16, 2026
SRE holding history
Sempra in every 13F filed by Marion Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SRE overviewAll 13F holders of SREFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −13,781−100.0% | Sold out | Holders |
| Q4 2024 | 13,781 | $1.21M | 0.3% | +210+1.5% | Added | Holders |
| Q3 2024 | 13,571 | $1.13M | 0.3% | +414+3.1% | Added | Holders |
| Q2 2024 | 13,157 | $1.00M | 0.3% | +392+3.1% | Added | Holders |
| Q1 2024 | 12,765 | $916.9K | 0.3% | +190+1.5% | Added | Holders |
| Q4 2023 | 12,575 | $939.7K | 0.3% | +465+3.8% | Added | Holders |
| Q3 2023 | 12,110 | $823.9K | 0.3% | +522+4.5% | AddedConverted for a 2-for-1 split | Holders |
| Q2 2023 | 5,794 | $843.5K | 0.3% | +112+2.0% | Added | Holders |
| Q1 2023 | 5,682 | $858.9K | 0.3% | +342+6.4% | Added | Holders |
| Q4 2022 | 5,340 | $825.3K | 0.3% | +750+16.3% | Added | Holders |
| Q3 2022 | 4,590 | $688.0K | 0.4% | +244+5.6% | Added | Holders |
| Q2 2022 | 4,346 | $653.0K | 0.3% | +1,077+32.9% | Added | Holders |
| Q1 2022 | 3,269 | $550.0K | 0.3% | +35+1.1% | Added | Holders |
| Q4 2021 | 3,234 | $428.0K | 0.2% | – | No prior filing | Holders |