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Merriman Wealth Management, LLC: AVDV position timeline

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

Merriman Wealth Management, LLC held 17,157 AVDV 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 17,157 shares
    Change vs previous 13F -10,864 shares

    0.05% of the 13F portfolio, value $1,116,572.

    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 28,021 shares
    Change vs previous 13F -82,532 shares

    0.08% of the 13F portfolio, value $1,980,278.

    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 110,553 shares
    Change vs previous 13F -2,477 shares

    0.31% of the 13F portfolio, value $7,180,413.

    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 113,030 shares
    Change vs previous 13F -595 shares

    0.33% of the 13F portfolio, value $7,444,124.

    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 113,625 shares
    Change vs previous 13F +71,958 shares

    0.35% of the 13F portfolio, value $7,100,396.

    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 41,667 shares
    Change vs previous 13F -5,274 shares

    0.12% of the 13F portfolio, value $2,410,447.

    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 46,941 shares
    Change vs previous 13F -37,332 shares

    0.13% of the 13F portfolio, value $2,701,935.

    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 84,273 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,928,301.

    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).