Skip to content
Disclosery

Merriman Wealth Management, LLC: BANR position timeline

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

Merriman Wealth Management, LLC held 45,153 BANR 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 45,153 shares
    Change vs previous 13F -4,780 shares

    0.13% of the 13F portfolio, value $3,014,866.

    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 49,933 shares
    Change vs previous 13F +27,855 shares

    0.12% of the 13F portfolio, value $2,974,010.

    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 22,078 shares
    Change vs previous 13F -310 shares

    0.05% of the 13F portfolio, value $1,095,952.

    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 22,388 shares
    Change vs previous 13F -19,891 shares

    0.05% of the 13F portfolio, value $1,074,624.

    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 42,279 shares
    Change vs previous 13F +14,066 shares

    0.11% of the 13F portfolio, value $2,264,464.

    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 28,213 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,195,667.

    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 28,213 shares
    Change vs previous 13F -2,205 shares

    0.06% of the 13F portfolio, value $1,232,062.

    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 30,418 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,653,827.

    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).