Expensify shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Expensify
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All positions including Expensify held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Expensify by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $23k | 16k | 1.51 |
| 2025-09-30 | $28k | 15k | 1.85 |
| 2025-06-30 | $26k | 10k | 2.59 |
| 2025-03-31 | $30k | 10k | 3.04 |
| 2024-12-31 | $34k | 10k | 3.35 |