Ownership history in Mariner, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Mariner, LLC reported a position in ISHARES TR (SVAL). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 32,676 | +123 | +0.4% | 0.00% | $1.1M | $34.22 |
| 2025 Q3 | ADDED | 32,553 | +2,815 | +9.5% | 0.00% | $1.1M | $33.01 |
| 2025 Q2 | ADDED | 29,738 | +4,924 | +19.8% | 0.00% | $924K | $30.41 |
| 2025 Q1 | ADDED | 24,814 | +3,249 | +15.1% | 0.00% | $745K | $29.22 |
| 2024 Q4 | ADDED | 21,565 | +2,624 | +13.9% | 0.00% | $700K | $31.62 |
| 2024 Q3 | ADDED | 18,941 | +69 | +0.4% | 0.00% | $610K | $31.34 |
| 2024 Q2 | ADDED | 18,872 | +2,357 | +14.3% | 0.00% | $551K | $28.23 |
| 2024 Q1 | REDUCED | 16,515 | -441 | -2.6% | 0.00% | $506K | $29.39 |
| 2023 Q4 | ADDED | 16,956 | +7,195 | +73.7% | 0.00% | $522K | $29.40 |
| 2023 Q3 | ADDED | 9,761 | +434 | +4.7% | 0.00% | $258K | $25.04 |
As of 2025 Q4 — sorted by position size