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Disclosery

Mariner, LLC: IWY position timeline

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

Mariner, LLC held 992,209 IWY 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 992,209 shares
    Change vs previous 13F -401,790 shares

    0.3% of the 13F portfolio, value $288,355,768.

    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 1,393,999 shares
    Change vs previous 13F -72,055 shares

    0.4% of the 13F portfolio, value $346,863,042.

    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 1,466,054 shares
    Change vs previous 13F +5,299 shares

    0.48% of the 13F portfolio, value $406,010,402.

    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 1,460,755 shares
    Change vs previous 13F -35,875 shares

    0.52% of the 13F portfolio, value $399,734,325.

    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 1,496,630 shares
    Change vs previous 13F -90,667 shares

    0.53% of the 13F portfolio, value $368,932,229.

    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 1,587,297 shares
    Change vs previous 13F +89,998 shares

    0.56% of the 13F portfolio, value $334,822,369.

    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 1,497,299 shares
    Change vs previous 13F +142,680 shares

    0.59% of the 13F portfolio, value $352,269,116.

    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 1,354,619 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $298,083,075.

    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).