SEC 13F Intelligence

Managers / Q3 2020 · view latest →

MARINER INDEPENDENT ADVISOR NETWORK, LLC

CIK 0001548916 · 5700 W 112TH STREET, SUITE 500, OVERLAND PARK, KS, 66211 · 1-650-571-1934

Reported Value
$1.2B
Q3 2020
Positions
306
Filings on Record
16
2019–present window
Filed
Nov 30, 2020
original filing

Summary

Mariner Independent Advisor Network, Llc reported $1.2B in U.S.-listed holdings across 306 positions for Q3 2020.

Its largest position, AAPL, represents 5.0% of the portfolio.

Compared with Q2 2020, the fund opened 33 new positions and exited 41.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.1BQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.3BQ2 ’19Q3 ’19: $1.3BQ4 ’19: $1.4BQ4 ’19Q1 ’20: $1.1BQ2 ’20: $1.1BQ2 ’20Q3 ’20: $1.2BQ4 ’20: $1.9BQ4 ’20Q1 ’21: $1.9BQ2 ’21: $2.2BQ2 ’21Q3 ’21: $2.0BQ4 ’21: $2.1BQ4 ’21Q1 ’22: $2.6BQ2 ’22: $2.4BQ2 ’22Q3 ’22: $2.3Bfilingsflow.com

Portfolio Composition

By security type
ETP: 64.0%Common Stock: 32.3%ADR: 1.3%REIT: 0.8%Closed-End Fund: 0.6%Other: 1.0%
  • ETP · 64.0% · $773M
  • Common Stock · 32.3% · $390M
  • ADR · 1.3% · $16M
  • REIT · 0.8% · $9M
  • Closed-End Fund · 0.6% · $8M
  • Other · 1.0% · $12M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2020

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2022$2.3B555Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.4B544Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.6B505May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.1B453Feb 16, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.0B462Nov 17, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.2B509Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.9B429May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.9B405Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.2B306Nov 30, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.1B314Aug 3, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.1B348May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.4B368Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.3B370Nov 4, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.3B367Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B352May 2, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.1B356Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.