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Mariner Wealth Advisors-Cincinnati, LLC: SCHX position timeline

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

Mariner Wealth Advisors-Cincinnati, LLC held 1,028,702 SCHX 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 1,028,702 shares
    Change vs previous 13F +50,270 shares

    3.95% of the 13F portfolio, value $71,557,000.

    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 978,432 shares
    Change vs previous 13F +9,132 shares

    3.77% of the 13F portfolio, value $63,588,000.

    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 969,300 shares
    Change vs previous 13F +59,652 shares

    3.76% of the 13F portfolio, value $61,143,000.

    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 909,648 shares
    Change vs previous 13F +35,725 shares

    3.51% of the 13F portfolio, value $58,017,000.

    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 873,923 shares
    Change vs previous 13F +75,949 shares

    3.4% of the 13F portfolio, value $52,470,000.

    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 797,974 shares
    Change vs previous 13F +36,460 shares

    3.21% of the 13F portfolio, value $46,099,000.

    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 761,514 shares
    Change vs previous 13F +132,851 shares

    3.08% of the 13F portfolio, value $42,850,000.

    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 628,663 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $33,483,000.

    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).