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Merriman Wealth Management, LLC: AVSU position timeline

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

Merriman Wealth Management, LLC held 319,392 AVSU 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 319,392 shares
    Change vs previous 13F +8,921 shares

    0.88% of the 13F portfolio, value $21,118,761.

    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 310,471 shares
    Change vs previous 13F +10,990 shares

    0.82% of the 13F portfolio, value $20,273,780.

    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 299,481 shares
    Change vs previous 13F +9,916 shares

    0.81% of the 13F portfolio, value $18,492,923.

    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 289,565 shares
    Change vs previous 13F +6,730 shares

    0.79% of the 13F portfolio, value $17,786,912.

    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 282,835 shares
    Change vs previous 13F +10,772 shares

    0.77% of the 13F portfolio, value $15,892,511.

    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 272,063 shares
    Change vs previous 13F +215,449 shares

    0.7% of the 13F portfolio, value $13,483,447.

    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 56,614 shares
    Change vs previous 13F +10,400 shares

    0.14% of the 13F portfolio, value $2,922,991.

    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 46,214 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,232,137.

    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).