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Disclosery

Mariner, LLC: PBW position timeline

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

Mariner, LLC held 7,551 PBW 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 7,551 shares
    Change vs previous 13F -943 shares

    <0.01% of the 13F portfolio, value $294,565.

    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 8,494 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $268,244.

    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 8,503 shares
    Change vs previous 13F +956 shares

    <0.01% of the 13F portfolio, value $259,685.

    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 7,547 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $217,951.

    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).