$799 Million is the total value of MARINER INDEPENDENT ADVISOR NETWORK, LLC's 253 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ATI | ALLEGHENY TECHNOLOGIES INC | $574,000 | +17.6% | 19,450 | 0.0% | 0.07% | -16.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MERCK & CO INC NEW | 34 | Q3 2022 | 1.1% |
ISHARES US PREFERRED STOCK | 34 | Q3 2022 | 2.5% |
ISHARES TR CORE S&P MCP | 33 | Q3 2022 | 8.6% |
AT&T INC | 33 | Q3 2022 | 1.9% |
INTEL CORP | 33 | Q3 2022 | 3.8% |
WELLS FARGO CO NEW | 33 | Q3 2022 | 1.4% |
ISHARES TR | 32 | Q3 2022 | 5.9% |
SPDR S&P 500 ETF TR UNIT | 32 | Q3 2022 | 3.6% |
MICROSOFT CORP | 32 | Q3 2022 | 3.0% |
VANGUARD SPECIALIZED PORTFOL | 32 | Q3 2022 | 2.8% |
View MARINER INDEPENDENT ADVISOR NETWORK, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-NT | 2024-05-15 |
13F-NT | 2024-02-14 |
13F-NT | 2023-11-13 |
13F-NT | 2023-08-11 |
13F-NT | 2023-05-15 |
13F-NT | 2023-02-14 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-16 |
View MARINER INDEPENDENT ADVISOR NETWORK, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.