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Mariner Wealth Advisors-Cincinnati, LLC: IBM position timeline

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

Mariner Wealth Advisors-Cincinnati, LLC held 4,652 IBM 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 4,652 shares
    Change vs previous 13F +707 shares

    0.04% of the 13F portfolio, value $703,000.

    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 3,945 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $551,000.

    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 3,909 shares
    Change vs previous 13F +461 shares

    0.04% of the 13F portfolio, value $600,000.

    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 3,448 shares
    Change vs previous 13F -270 shares

    0.03% of the 13F portfolio, value $529,000.

    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 3,718 shares
    Change vs previous 13F -490 shares

    0.03% of the 13F portfolio, value $539,000.

    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 4,208 shares
    Change vs previous 13F -247 shares

    0.04% of the 13F portfolio, value $647,000.

    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 4,455 shares
    Change vs previous 13F +727 shares

    0.06% of the 13F portfolio, value $776,000.

    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 3,728 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $619,000.

    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).