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Merriman Wealth Management, LLC: DFAS position timeline

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

Merriman Wealth Management, LLC held 10,309 DFAS 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 10,309 shares
    Change vs previous 13F -163 shares

    0.03% of the 13F portfolio, value $670,922.

    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 10,472 shares
    Change vs previous 13F -516 shares

    0.03% of the 13F portfolio, value $679,214.

    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 10,988 shares
    Change vs previous 13F +1,028 shares

    0.03% of the 13F portfolio, value $660,146.

    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 9,960 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $620,902.

    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 9,977 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $594,808.

    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 9,976 shares
    Change vs previous 13F -78,624 shares

    0.03% of the 13F portfolio, value $523,650.

    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 88,600 shares
    Change vs previous 13F +78,414 shares

    0.24% of the 13F portfolio, value $4,855,262.

    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 10,186 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $536,810.

    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).