MSOS ADVISORSHARES TR

Ownership history in Mariner, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Mariner, LLC reported a position in ADVISORSHARES TR (MSOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2021 Q1)
Avg. % of fund
0.0%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 139,748 +106,665 +322.4% 0.00% $669K $4.79
2024 Q4 ADDED 33,083 +2,009 +6.5% 0.00% $126K $3.81
2024 Q3 ADDED 31,074 +897 +3.0% 0.00% $223K $7.17
2024 Q2 ADDED 30,177 +13,885 +85.2% 0.00% $221K $7.33
2024 Q1 REDUCED 16,292 -6,015 -27.0% 0.00% $163K $10.01
2023 Q4 REDUCED 22,307 -9,135 -29.1% 0.00% $156K $7.01
2023 Q3 ADDED 31,442 +2,529 +8.7% 0.00% $250K $7.94
2023 Q2 ADDED 28,913 +150 +0.5% 0.00% $160K $5.54
2023 Q1 REDUCED 28,763 -11,599 -28.7% 0.00% $164K $5.69
2022 Q4 UNCHANGED 40,362 0% 0.00% $282K $6.99
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSOS price (monthly, adj. close)
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