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Merriman Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merriman Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Merriman Wealth Management, LLC held 88,881 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 88,881 shares
    Change vs previous 13F +5,241 shares

    0.93% of the 13F portfolio, value $22,257,676.

    13F-HR 0001765380-25-000101 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 83,640 shares
    Change vs previous 13F -1,740 shares

    0.79% of the 13F portfolio, value $19,488,182.

    13F-HR 0001765380-24-000420 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 85,380 shares
    Change vs previous 13F -4,830 shares

    0.79% of the 13F portfolio, value $17,982,800.

    13F-HR 0001765380-24-000334 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 90,210 shares
    Change vs previous 13F +689 shares

    0.69% of the 13F portfolio, value $15,469,244.

    13F-HR 0001765380-24-000221 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 89,521 shares
    Change vs previous 13F -2,640 shares

    0.84% of the 13F portfolio, value $17,231,855.

    13F-HR 0001765380-24-000123 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 92,161 shares
    Change vs previous 13F -7,042 shares

    0.82% of the 13F portfolio, value $15,776,173.

    13F-HR 0001765380-23-000238 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 99,203 shares
    Change vs previous 13F -39 shares

    0.95% of the 13F portfolio, value $19,242,396.

    13F-HR 0001765380-23-000177 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 99,242 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $16,358,996.

    13F-HR 0001765380-23-000101 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).