Skip to content
Disclosery

Merriman Wealth Management, LLC: DFAC position timeline

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

Merriman Wealth Management, LLC held 2,044,028 DFAC 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 2,044,028 shares
    Change vs previous 13F -74,543 shares

    2.94% of the 13F portfolio, value $70,702,939.

    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 2,118,571 shares
    Change vs previous 13F -38,283 shares

    2.95% of the 13F portfolio, value $72,645,790.

    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 2,156,854 shares
    Change vs previous 13F -24,577 shares

    3.04% of the 13F portfolio, value $69,536,960.

    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 2,181,431 shares
    Change vs previous 13F -53,069 shares

    3.11% of the 13F portfolio, value $69,696,732.

    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 2,234,500 shares
    Change vs previous 13F -21,554 shares

    3.18% of the 13F portfolio, value $65,314,434.

    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 2,256,054 shares
    Change vs previous 13F -37,287 shares

    3.06% of the 13F portfolio, value $59,108,618.

    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 2,293,341 shares
    Change vs previous 13F -74,649 shares

    3.07% of the 13F portfolio, value $62,264,200.

    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 2,367,990 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $60,336,394.

    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).