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Merriman Wealth Management, LLC: AVSD position timeline

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

Merriman Wealth Management, LLC held 68,364 AVSD 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 68,364 shares
    Change vs previous 13F +711 shares

    0.16% of the 13F portfolio, value $3,806,506.

    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 67,653 shares
    Change vs previous 13F -1,261 shares

    0.17% of the 13F portfolio, value $4,098,543.

    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 68,914 shares
    Change vs previous 13F -2,807 shares

    0.17% of the 13F portfolio, value $3,827,208.

    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 71,721 shares
    Change vs previous 13F +14 shares

    0.18% of the 13F portfolio, value $4,082,922.

    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 71,707 shares
    Change vs previous 13F +11,176 shares

    0.19% of the 13F portfolio, value $3,863,877.

    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 60,531 shares
    Change vs previous 13F -1,813 shares

    0.15% of the 13F portfolio, value $2,968,544.

    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 62,344 shares
    Change vs previous 13F +6,543 shares

    0.16% of the 13F portfolio, value $3,192,319.

    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 55,801 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,821,565.

    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).