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Disclosery

Mariner Wealth Advisors-Cincinnati, LLC: IBB position timeline

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

Mariner Wealth Advisors-Cincinnati, LLC held 1,920 IBB 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 1,920 shares
    Change vs previous 13F +1,920 shares

    0.01% of the 13F portfolio, value $234,000.

    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 ended2018-03-31
    13F 0 shares
    Change vs previous 13F -2,751 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2017-12-31
    13F 2,751 shares
    Change vs previous 13F +2,136 shares

    0.02% of the 13F portfolio, value $294,000.

    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).

  4. period ended2017-09-30
    13F 615 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,000.

    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).