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Merriman Wealth Management, LLC: AVDE position timeline

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

Merriman Wealth Management, LLC held 22,297 AVDE 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 22,297 shares
    Change vs previous 13F -30,432 shares

    0.06% of the 13F portfolio, value $1,368,367.

    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 52,729 shares
    Change vs previous 13F +30,668 shares

    0.14% of the 13F portfolio, value $3,534,425.

    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 22,061 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,373,518.

    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 22,061 shares
    Change vs previous 13F +1,503 shares

    0.06% of the 13F portfolio, value $1,406,169.

    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 20,558 shares
    Change vs previous 13F -2,411 shares

    0.06% of the 13F portfolio, value $1,242,320.

    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 22,969 shares
    Change vs previous 13F -666 shares

    0.07% of the 13F portfolio, value $1,278,245.

    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 23,635 shares
    Change vs previous 13F +27 shares

    0.07% of the 13F portfolio, value $1,356,670.

    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 23,608 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,346,354.

    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).