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Merriman Wealth Management, LLC: AVSE position timeline

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

Merriman Wealth Management, LLC held 14,011 AVSE 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 14,011 shares
    Change vs previous 13F +691 shares

    0.03% of the 13F portfolio, value $706,573.

    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 13,320 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $736,864.

    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 13,320 shares
    Change vs previous 13F -1,077 shares

    0.03% of the 13F portfolio, value $689,328.

    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 14,397 shares
    Change vs previous 13F +278 shares

    0.03% of the 13F portfolio, value $706,317.

    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 14,119 shares
    Change vs previous 13F +71 shares

    0.03% of the 13F portfolio, value $677,090.

    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 14,048 shares
    Change vs previous 13F +1,299 shares

    0.03% of the 13F portfolio, value $630,376.

    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 12,749 shares
    Change vs previous 13F +338 shares

    0.03% of the 13F portfolio, value $585,575.

    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 12,411 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $555,794.

    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).