MARINER INDEPENDENT ADVISOR NETWORK, LLC SLQD β€” ISHARES TR

Ownership history in MARINER INDEPENDENT ADVISOR NETWORK, LLC  Β·  15 quarters on record

AI Ownership Summary

MARINER INDEPENDENT ADVISOR NETWORK, LLC reported ISHARES TR (SLQD) in 15 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLQD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARINER INDEPENDENT ADVISOR NETWORK, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
15 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SLQD stock page MARINER INDEPENDENT ADVISOR NETWORK, LLC fund profile MARINER INDEPENDENT ADVISOR NETWORK, LLC full holdings
How MARINER INDEPENDENT ADVISOR NETWORK, LLC held SLQD β€” position size vs. price
% of Fund (quarterly)    SLQD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SLQD

As of 2026 Q1 β€” sorted by position size

LJI Wealth Management, LLC 11.03% VOISARD ASSET MANAGEMENT GROUP, INC. 5.71% ALTERNA WEALTH MANAGEMENT, INC 3Y 7Y 5.62% Wiser Wealth Management, Inc 3Y 5.35% NDWM LLC 4.21% Townsend Financial Planning, LLC 3.49% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 3.26% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 2.88% CAMDEN NATIONAL BANK 3Y 7Y 2.59% Portus Wealth Advisors, LLC 2.37%

FAQ About MARINER INDEPENDENT ADVISOR NETWORK, LLC and SLQD

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARINER INDEPENDENT ADVISOR NETWORK, LLC reported owning SLQD?

MARINER INDEPENDENT ADVISOR NETWORK, LLC reported SLQD across 0 quarterly 13F filings.

What was the largest reported SLQD position in MARINER INDEPENDENT ADVISOR NETWORK, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for SLQD in MARINER INDEPENDENT ADVISOR NETWORK, LLC.

What is the latest reported SLQD position on this page?

The most recent filing on this page is 2022 Q2, when MARINER INDEPENDENT ADVISOR NETWORK, LLC reported 13,113 shares, equal to 0.03% of portfolio, with an estimated market value of $636K.

What does the chart on this SLQD ownership page compare?

The chart compares MARINER INDEPENDENT ADVISOR NETWORK, LLC's quarterly SLQD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MARINER INDEPENDENT ADVISOR NETWORK, LLC time their SLQD position?

Based on 13F filing dates vs. subsequent SLQD price moves, MARINER INDEPENDENT ADVISOR NETWORK, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on SLQD relative to SPY over the holding period was -12.0%.

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