Mariner Wealth Advisors-NYC, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Signature - Title
Anne J. Pleviak - Senior Regulatory Counsel
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Mariner Wealth Advisors-NYC, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mariner Wealth Advisors-NYC, LLC reported 683 stock holdings with total value $209M as of Q1 2015. Top holdings included VNQ, IVV, IWM, EFA, and DBCXXXX. Mariner, LLC is reporting for Mariner Wealth Advisors-NYC, LLC.
Holdings Value

Mariner, LLC is reporting for Mariner Wealth Advisors-NYC, LLC:

Name Holdings Value Location File Number
Mariner, LLC $69.3B Overland Park, KS 028-13550
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2017 13F-NT 2/9/2018, 12:39 PM
Q3 2017 13F-NT 11/14/2017, 11:09 AM
Q2 2017 13F-NT 8/11/2017, 01:35 PM
Q1 2017 13F-NT 5/15/2017, 10:54 AM
Q4 2016 13F-NT 2/14/2017, 11:36 AM
Q3 2016 13F-NT 11/14/2016, 01:20 PM
Q2 2016 13F-NT 8/12/2016, 01:19 PM
Q1 2016 13F-NT 5/13/2016, 12:37 PM
Q4 2015 13F-NT 2/16/2016, 10:00 AM
Q3 2015 13F-NT 11/16/2015, 04:06 PM
Q2 2015 13F-NT 8/24/2015, 04:54 PM
Q1 2015 683 $209M VNQ, IVV, IWM, EFA, DBCXXXX 13F-HR 5/14/2015, 11:15 AM