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Merriman Wealth Management, LLC: AVUV position timeline

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

Merriman Wealth Management, LLC held 3,520,278 AVUV 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 3,520,278 shares
    Change vs previous 13F -76,538 shares

    14.15% of the 13F portfolio, value $339,812,480.

    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 3,596,816 shares
    Change vs previous 13F -59,082 shares

    14.01% of the 13F portfolio, value $345,114,503.

    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 3,655,898 shares
    Change vs previous 13F +87,070 shares

    14.34% of the 13F portfolio, value $328,007,146.

    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 3,568,828 shares
    Change vs previous 13F +98,084 shares

    14.91% of the 13F portfolio, value $334,434,831.

    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 3,470,744 shares
    Change vs previous 13F -143,028 shares

    15.17% of the 13F portfolio, value $311,672,831.

    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 3,613,772 shares
    Change vs previous 13F +178,134 shares

    14.57% of the 13F portfolio, value $281,693,543.

    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 3,435,638 shares
    Change vs previous 13F +41,269 shares

    13.16% of the 13F portfolio, value $266,639,846.

    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 3,394,369 shares
    Change vs previous 13F not available

    12.95% of the 13F portfolio, value $251,386,998.

    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).