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Mariner Wealth Advisors-Cincinnati, LLC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mariner Wealth Advisors-Cincinnati, LLC on DUK, newest first. How the timeline and the estimate are built.

Mariner Wealth Advisors-Cincinnati, LLC held 6,412 DUK shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 6,412 shares
    Change vs previous 13F +119 shares

    0.03% of the 13F portfolio, value $513,000.

    13F-HR 0001580642-18-005414 filed by Mariner Wealth Advisors-Cincinnati, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2018-06-30
    13F 6,293 shares
    Change vs previous 13F +202 shares

    0.03% of the 13F portfolio, value $498,000.

    13F-HR 0001580642-18-003886 filed by Mariner Wealth Advisors-Cincinnati, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-03-31
    13F 6,091 shares
    Change vs previous 13F -780 shares

    0.03% of the 13F portfolio, value $472,000.

    13F-HR 0001580642-18-002591 filed by Mariner Wealth Advisors-Cincinnati, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-12-31
    13F 6,871 shares
    Change vs previous 13F -476 shares

    0.03% of the 13F portfolio, value $578,000.

    13F-HR 0001580642-18-000854 filed by Mariner Wealth Advisors-Cincinnati, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-09-30
    13F 7,347 shares
    Change vs previous 13F +2,167 shares

    0.04% of the 13F portfolio, value $617,000.

    13F-HR 0001580642-17-006063 filed by Mariner Wealth Advisors-Cincinnati, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2017-06-30
    13F 5,180 shares
    Change vs previous 13F -909 shares

    0.03% of the 13F portfolio, value $433,000.

    13F-HR 0001580642-17-004228 filed by Mariner Wealth Advisors-Cincinnati, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-03-31
    13F 6,089 shares
    Change vs previous 13F +107 shares

    0.04% of the 13F portfolio, value $499,000.

    13F-HR 0001580642-17-002967 filed by Mariner Wealth Advisors-Cincinnati, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2016-12-31
    13F 5,982 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $464,000.

    13F-HR 0001580642-17-000838 filed by Mariner Wealth Advisors-Cincinnati, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).