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Merriman Wealth Management, LLC: DFAX position timeline

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

Merriman Wealth Management, LLC held 94,008 DFAX 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 94,008 shares
    Change vs previous 13F +3,705 shares

    0.1% of the 13F portfolio, value $2,337,050.

    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 90,303 shares
    Change vs previous 13F -7,511 shares

    0.1% of the 13F portfolio, value $2,439,087.

    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 97,814 shares
    Change vs previous 13F +890 shares

    0.11% of the 13F portfolio, value $2,486,438.

    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 96,924 shares
    Change vs previous 13F +2,441 shares

    0.11% of the 13F portfolio, value $2,465,736.

    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 94,483 shares
    Change vs previous 13F +4,934 shares

    0.11% of the 13F portfolio, value $2,307,278.

    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 89,549 shares
    Change vs previous 13F +1,012 shares

    0.1% of the 13F portfolio, value $2,016,641.

    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 88,537 shares
    Change vs previous 13F +2,910 shares

    0.1% of the 13F portfolio, value $2,063,790.

    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 85,627 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,974,564.

    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).