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Mariner Wealth Advisors-Cincinnati, LLC: SCHM position timeline

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

Mariner Wealth Advisors-Cincinnati, LLC held 37,326 SCHM 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 37,326 shares
    Change vs previous 13F -1,460 shares

    0.12% of the 13F portfolio, value $2,159,000.

    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 38,786 shares
    Change vs previous 13F -2,255 shares

    0.13% of the 13F portfolio, value $2,129,000.

    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 41,041 shares
    Change vs previous 13F -789 shares

    0.13% of the 13F portfolio, value $2,170,000.

    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 41,830 shares
    Change vs previous 13F -524 shares

    0.13% of the 13F portfolio, value $2,228,000.

    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 42,354 shares
    Change vs previous 13F -1,061 shares

    0.14% of the 13F portfolio, value $2,122,000.

    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 43,415 shares
    Change vs previous 13F +120 shares

    0.15% of the 13F portfolio, value $2,091,000.

    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 43,295 shares
    Change vs previous 13F -360 shares

    0.15% of the 13F portfolio, value $2,049,000.

    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 43,655 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,971,000.

    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).