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Merriman Wealth Management, LLC: AVLV position timeline

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

Merriman Wealth Management, LLC held 1,969,084 AVLV 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 1,969,084 shares
    Change vs previous 13F -42,108 shares

    5.47% of the 13F portfolio, value $131,475,733.

    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 2,011,192 shares
    Change vs previous 13F +41,154 shares

    5.37% of the 13F portfolio, value $132,396,786.

    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 1,970,038 shares
    Change vs previous 13F +22,360 shares

    5.41% of the 13F portfolio, value $123,797,183.

    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 1,947,678 shares
    Change vs previous 13F +74,860 shares

    5.58% of the 13F portfolio, value $125,157,782.

    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 1,872,818 shares
    Change vs previous 13F -91,687 shares

    5.26% of the 13F portfolio, value $108,173,952.

    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 1,964,505 shares
    Change vs previous 13F +25,246 shares

    5.35% of the 13F portfolio, value $103,490,132.

    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 1,939,259 shares
    Change vs previous 13F +123,185 shares

    5.11% of the 13F portfolio, value $103,459,474.

    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 1,816,074 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $92,819,546.

    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).