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Merriman Wealth Management, LLC: BIV position timeline

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

Merriman Wealth Management, LLC held 15,752 BIV 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 15,752 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,177,147.

    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 15,752 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,234,485.

    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 15,752 shares
    Change vs previous 13F -77,443 shares

    0.05% of the 13F portfolio, value $1,179,668.

    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 93,195 shares
    Change vs previous 13F -667 shares

    0.31% of the 13F portfolio, value $7,026,915.

    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 93,862 shares
    Change vs previous 13F +75,068 shares

    0.35% of the 13F portfolio, value $7,169,185.

    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 18,794 shares
    Change vs previous 13F +4,137 shares

    0.07% of the 13F portfolio, value $1,358,995.

    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 14,657 shares
    Change vs previous 13F +3,042 shares

    0.05% of the 13F portfolio, value $1,102,647.

    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 11,615 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $891,336.

    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).