Source Capital shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Source Capital
Tip: Access up to 7 years of quarterly data
All positions including Source Capital held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $237k | 5.9k | 40.38 |