Fidelity fund shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Fidelity fund
Tip: Access up to 7 years of quarterly data
All positions including Fidelity fund held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fidelity fund by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $471k | 15k | 31.28 |
| 2025-06-30 | $363k | 12k | 29.34 |
| 2025-03-31 | $344k | 13k | 26.65 |
| 2024-12-31 | $256k | 11k | 24.21 |
| 2024-09-30 | $213k | 8.0k | 26.55 |