Royce Value Trust shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Royce Value Trust
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Quarterly reported holdings in Royce Value Trust by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 64k | 16.13 |
| 2025-06-30 | $1.1M | 73k | 15.05 |
| 2025-03-31 | $1.3M | 94k | 14.24 |
| 2024-12-31 | $717k | 45k | 15.80 |
| 2024-09-30 | $884k | 56k | 15.70 |
| 2024-06-30 | $882k | 61k | 14.47 |
| 2024-03-31 | $924k | 61k | 15.17 |
| 2023-12-31 | $908k | 62k | 14.56 |
| 2023-06-30 | $342k | 25k | 13.80 |