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Mariner, LLC: XLU position timeline

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

Mariner, LLC held 568,792 XLU 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 568,792 shares
    Change vs previous 13F -171,290 shares

    0.03% of the 13F portfolio, value $25,789,153.

    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 740,082 shares
    Change vs previous 13F -50,221 shares

    0.04% of the 13F portfolio, value $33,962,451.

    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 790,303 shares
    Change vs previous 13F +414,451 shares

    0.04% of the 13F portfolio, value $33,738,004.

    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 375,852 shares
    Change vs previous 13F -20,356 shares

    0.04% of the 13F portfolio, value $32,778,021.

    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 396,208 shares
    Change vs previous 13F -369 shares

    0.05% of the 13F portfolio, value $32,353,980.

    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 396,577 shares
    Change vs previous 13F -10,700 shares

    0.05% of the 13F portfolio, value $31,270,076.

    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 407,277 shares
    Change vs previous 13F -36,936 shares

    0.05% of the 13F portfolio, value $30,826,771.

    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 444,213 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $35,883,067.

    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).