SM Energy shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of SM Energy (SM) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in SM Energy
Tip: Access up to 7 years of quarterly data
All positions including SM Energy held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SM Energy by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $557k | 22k | 24.97 |
| 2025-06-30 | $649k | 26k | 24.71 |
| 2025-03-31 | $771k | 26k | 29.94 |
| 2024-12-31 | $5.2M | 135k | 38.76 |
| 2024-09-30 | $5.6M | 140k | 39.97 |
| 2024-06-30 | $6.2M | 144k | 43.23 |
| 2024-03-31 | $7.6M | 153k | 49.85 |
| 2023-12-31 | $5.8M | 151k | 38.72 |
| 2023-09-30 | $6.0M | 152k | 39.65 |
| 2023-06-30 | $4.8M | 150k | 31.63 |
| 2023-03-31 | $4.0M | 144k | 28.16 |
| 2022-12-31 | $7.1M | 204k | 34.83 |
| 2022-09-30 | $7.4M | 196k | 37.61 |
| 2022-06-30 | $6.7M | 195k | 34.19 |
| 2022-03-31 | $7.6M | 194k | 38.95 |
| 2021-12-31 | $4.8M | 165k | 29.48 |
| 2021-09-30 | $4.2M | 160k | 26.38 |