First Fndtn shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in First Fndtn
Tip: Access up to 7 years of quarterly data
All positions including First Fndtn held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Fndtn by Mariner Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $131k | 21k | 6.21 |
2024-06-30 | $165k | 25k | 6.55 |
2024-03-31 | $372k | 49k | 7.55 |
2023-12-31 | $305k | 32k | 9.68 |
2023-09-30 | $176k | 29k | 6.08 |
2023-06-30 | $111k | 28k | 3.97 |