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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

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Quarterly 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