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Merriman Wealth Management, LLC: AGG position timeline

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

Merriman Wealth Management, LLC held 3,109 AGG 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 3,109 shares
    Change vs previous 13F -55,873 shares

    0.01% of the 13F portfolio, value $301,271.

    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 58,982 shares
    Change vs previous 13F -3,924 shares

    0.24% of the 13F portfolio, value $5,973,099.

    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 62,906 shares
    Change vs previous 13F +60,578 shares

    0.27% of the 13F portfolio, value $6,106,313.

    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 2,328 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $228,013.

    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).