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Mariner Wealth Advisors-Cincinnati, LLC: TD position timeline

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

Mariner Wealth Advisors-Cincinnati, LLC held 80,333 TD 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 80,333 shares
    Change vs previous 13F -1,845 shares

    0.27% of the 13F portfolio, value $4,884,000.

    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 82,178 shares
    Change vs previous 13F -5,480 shares

    0.28% of the 13F portfolio, value $4,755,000.

    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 87,658 shares
    Change vs previous 13F -60,500 shares

    0.31% of the 13F portfolio, value $4,983,000.

    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 148,158 shares
    Change vs previous 13F +1,088 shares

    0.53% of the 13F portfolio, value $8,679,000.

    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 147,070 shares
    Change vs previous 13F +708 shares

    0.54% of the 13F portfolio, value $8,276,000.

    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 146,362 shares
    Change vs previous 13F +305 shares

    0.51% of the 13F portfolio, value $7,374,000.

    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 146,057 shares
    Change vs previous 13F +1,284 shares

    0.53% of the 13F portfolio, value $7,316,000.

    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 144,773 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,143,000.

    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).