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Merriman Wealth Management, LLC: DFAT position timeline

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

Merriman Wealth Management, LLC held 880,267 DFAT 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 880,267 shares
    Change vs previous 13F -39,598 shares

    2.04% of the 13F portfolio, value $48,995,642.

    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 919,865 shares
    Change vs previous 13F +8,514 shares

    2.08% of the 13F portfolio, value $51,172,069.

    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 911,351 shares
    Change vs previous 13F +34,595 shares

    2.07% of the 13F portfolio, value $47,271,797.

    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 876,756 shares
    Change vs previous 13F +13,625 shares

    2.13% of the 13F portfolio, value $47,721,840.

    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 863,131 shares
    Change vs previous 13F -45,700 shares

    2.2% of the 13F portfolio, value $45,167,637.

    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 908,831 shares
    Change vs previous 13F -11,058 shares

    2.15% of the 13F portfolio, value $41,524,475.

    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 919,889 shares
    Change vs previous 13F -3,140,462 shares

    2.11% of the 13F portfolio, value $42,673,658.

    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 4,060,351 shares
    Change vs previous 13F not available

    9.3% of the 13F portfolio, value $180,685,610.

    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).