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Disclosery

Mariner Wealth Advisors-Cincinnati, LLC: IWV position timeline

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

Mariner Wealth Advisors-Cincinnati, LLC held 12,889 IWV 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 12,889 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $2,221,000.

    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 12,888 shares
    Change vs previous 13F -30 shares

    0.12% of the 13F portfolio, value $2,092,000.

    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 12,918 shares
    Change vs previous 13F -416 shares

    0.12% of the 13F portfolio, value $2,020,000.

    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 13,334 shares
    Change vs previous 13F -123 shares

    0.13% of the 13F portfolio, value $2,109,000.

    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 13,457 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $2,009,000.

    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 13,455 shares
    Change vs previous 13F -317 shares

    0.13% of the 13F portfolio, value $1,938,000.

    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 13,772 shares
    Change vs previous 13F +5,577 shares

    0.14% of the 13F portfolio, value $1,927,000.

    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 8,195 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,090,000.

    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).