Dow shares owned by Mariner Wealth Advisors
Historical chart of Mariner Wealth Advisors investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dow by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $24M | 579k | 41.65 |
| 2025-12-31 | $1.9M | 79k | 23.44 |
| 2025-09-30 | $1.6M | 71k | 22.93 |
| 2025-06-30 | $3.1M | 118k | 26.48 |
| 2025-03-31 | $5.3M | 152k | 34.92 |
| 2024-12-31 | $6.0M | 151k | 40.12 |
| 2024-09-30 | $9.3M | 170k | 54.65 |
| 2024-06-30 | $11M | 207k | 53.05 |
| 2024-03-31 | $11M | 189k | 57.93 |
| 2023-12-31 | $9.6M | 175k | 54.84 |
| 2023-09-30 | $8.8M | 170k | 51.56 |
| 2023-06-30 | $9.0M | 170k | 53.26 |
| 2023-03-31 | $8.5M | 156k | 54.81 |
| 2022-12-31 | $7.3M | 145k | 50.39 |
| 2022-09-30 | $6.3M | 143k | 43.93 |
| 2022-06-30 | $7.3M | 142k | 51.61 |
| 2022-03-31 | $8.2M | 129k | 63.72 |
| 2021-12-31 | $3.9M | 69k | 56.72 |
| 2021-09-30 | $3.8M | 66k | 57.56 |
| 2021-06-30 | $3.6M | 56k | 63.28 |
| 2021-03-31 | $3.3M | 52k | 63.94 |
| 2020-12-31 | $2.7M | 49k | 55.51 |
| 2020-09-30 | $2.1M | 46k | 47.05 |
| 2020-06-30 | $1.9M | 46k | 40.75 |
| 2020-03-31 | $1.1M | 39k | 29.24 |
| 2019-12-31 | $2.2M | 39k | 54.74 |
| 2019-09-30 | $1.4M | 29k | 47.64 |
| 2019-06-30 | $1.5M | 30k | 49.29 |