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Disclosery

Mariner, LLC: ITOT position timeline

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

Mariner, LLC held 1,053,377 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,053,377 shares
    Change vs previous 13F -42,865 shares

    0.18% of the 13F portfolio, value $172,932,375.

    13F-HR 0001580642-26-005266 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,096,242 shares
    Change vs previous 13F -43,140 shares

    0.18% of the 13F portfolio, value $155,568,130.

    13F-HR 0001580642-26-003158 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,139,382 shares
    Change vs previous 13F +19,394 shares

    0.2% of the 13F portfolio, value $169,484,126.

    13F-HR 0001580642-26-001057 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,119,988 shares
    Change vs previous 13F +5,682 shares

    0.21% of the 13F portfolio, value $163,024,276.

    13F-HR 0001580642-25-007297 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,114,306 shares
    Change vs previous 13F +12,580 shares

    0.22% of the 13F portfolio, value $150,312,207.

    13F-HR 0001580642-25-005128 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,101,726 shares
    Change vs previous 13F -14,195 shares

    0.22% of the 13F portfolio, value $134,266,730.

    13F-HR 0001580642-25-003135 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,115,921 shares
    Change vs previous 13F +9,238 shares

    0.24% of the 13F portfolio, value $143,566,940.

    13F-HR 0001580642-25-000997 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,106,683 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $139,019,757.

    13F-HR 0001580642-24-006919 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).