Mariner, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 95,189,225
- Description
- Mariner provides wealth advice and financial strategies for clients with different planning and investment needs. Its advisory activities involve managed client portfolios. The Mariner LLC 13F history records qualifying disclosed securities positions, rather than one common investment fund or every asset covered by its advice.
- Website
- https://www.mariner.com/
- Founded
- 2006
- Chairman
- —
- CEO
- Marty Bicknell
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 3,517 | 95,189,225 | 13F-HR | Mariner, LLC |
| Q1 2026 | 5/13/2026 | 3,545 | 85,650,206 | 13F-HR | Mariner, LLC |
| Q4 2025 | 2/13/2026 | 3,524 | 83,988,567 | 13F-HR | Mariner, LLC |
| Q3 2025 | 11/14/2025 | 3,542 | 77,388,619 | 13F-HR | Mariner, LLC |
| Q2 2025 | 8/14/2025 | 3,468 | 69,278,469 | 13F-HR | Mariner, LLC |
| Q1 2025 | 5/15/2025 | 3,429 | 60,100,741 | 13F-HR | Mariner, LLC |
| Q4 2024 | 2/13/2025 | 3,378 | 59,551,780 | 13F-HR | Mariner, LLC |
| Q3 2024 | 11/13/2024 | 3,285 | 56,362,953 | 13F-HR | Mariner, LLC |
| Q2 2024 | 8/13/2024 | 3,153 | 51,581,062 | 13F-HR | Mariner, LLC |
| Q1 2024 | 5/15/2024 | 3,317 | 48,359,177 | 13F-HR | Mariner, LLC |
| Q4 2023 | 2/14/2024 | 3,042 | 42,169,691 | 13F-HR | Mariner, LLC |
| Q3 2023 | 11/13/2023 | 2,893 | 37,285,510 | 13F-HR | Mariner, LLC |
| Q2 2023 | 8/11/2023 | 2,827 | 37,424,907 | 13F-HR | Mariner, LLC |
| Q1 2023 | 5/15/2023 | 2,779 | 34,418,788 | 13F-HR | Mariner, LLC |
| Q4 2022 | 2/14/2023 | 2,737 | 31,111,114 | 13F-HR | Mariner, LLC |
| Q3 2022 | 11/10/2022 | 2,443 | 25,018,929 | 13F-HR | Mariner, LLC |
| Q2 2022 | 8/15/2022 | 1,370 | 24,351,946 | 13F-HR | Mariner, LLC |
| Q1 2022 | 5/13/2022 | 1,379 | 26,498,733 | 13F-HR | Mariner, LLC |
| Q4 2021 | 2/14/2022 | 1,151 | 23,645,660 | 13F-HR | Mariner, LLC |
| Q3 2021 | 11/15/2021 | 989 | 19,157,787 | 13F-HR | Mariner, LLC |
| Q2 2021 | 8/24/2021 | 911 | 16,117,461 | 13F-HR | Mariner, LLC |
| Q1 2021 | 5/7/2021 | 856 | 14,339,737 | 13F-HR | Mariner, LLC |
| Q4 2020 | 2/16/2021 | 781 | 13,036,531 | 13F-HR | Mariner, LLC |
| Q3 2020 | 11/13/2020 | 712 | 10,621,221 | 13F-HR | Mariner, LLC |
| Q2 2020 | 8/14/2020 | 718 | 9,976,052 | 13F-HR | Mariner, LLC |
| Q1 2020 | 5/14/2020 | 701 | 8,002,732 | 13F-HR | Mariner, LLC |
| Q4 2019 | 2/13/2020 | 699 | 9,629,288 | 13F-HR | Mariner, LLC |
| Q1 2014 | 5/8/2014 | 336 | 776,738 | 13F-HR | Mariner Wealth Advisors, LLC |
| Q4 2013 | 2/14/2014 | 341 | 798,280 | 13F-HR | Mariner Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 57.1 M | 60.0% | 7.006 M | 0 | 7.006 M |
| ETFs | 37.58 M | 39.5% | 2.386 M | 0 | 2.386 M |
| Debt | 258.1 K | 0.3% | 8.022 K | 0 | 8.022 K |
| Other | 158.7 K | 0.2% | 140.9 K | 0 | 140.9 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
95,189,225
Holdings
3517
QoQ value change ($000)
9,539,019
(11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.