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Merriman Wealth Management, LLC: AVEM position timeline

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

Merriman Wealth Management, LLC held 105,910 AVEM 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 105,910 shares
    Change vs previous 13F -33,049 shares

    0.26% of the 13F portfolio, value $6,226,433.

    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 138,959 shares
    Change vs previous 13F +28,827 shares

    0.36% of the 13F portfolio, value $8,976,771.

    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 110,132 shares
    Change vs previous 13F -794 shares

    0.29% of the 13F portfolio, value $6,727,983.

    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 110,926 shares
    Change vs previous 13F -8,549 shares

    0.29% of the 13F portfolio, value $6,429,249.

    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 119,475 shares
    Change vs previous 13F -459 shares

    0.33% of the 13F portfolio, value $6,737,174.

    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 119,934 shares
    Change vs previous 13F -63,226 shares

    0.33% of the 13F portfolio, value $6,331,315.

    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 183,160 shares
    Change vs previous 13F -1,013 shares

    0.49% of the 13F portfolio, value $9,855,844.

    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 184,173 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $9,740,918.

    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).