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Merriman Wealth Management, LLC: DFIS position timeline

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

Merriman Wealth Management, LLC held 534,781 DFIS 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 534,781 shares
    Change vs previous 13F -23,940 shares

    0.55% of the 13F portfolio, value $13,131,536.

    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 558,721 shares
    Change vs previous 13F +9,912 shares

    0.61% of the 13F portfolio, value $14,990,483.

    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 548,809 shares
    Change vs previous 13F -15,354 shares

    0.59% of the 13F portfolio, value $13,517,162.

    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 564,163 shares
    Change vs previous 13F -8,697 shares

    0.63% of the 13F portfolio, value $14,137,917.

    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 572,860 shares
    Change vs previous 13F +5,837 shares

    0.67% of the 13F portfolio, value $13,846,032.

    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 567,023 shares
    Change vs previous 13F -8,103 shares

    0.64% of the 13F portfolio, value $12,440,492.

    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 575,126 shares
    Change vs previous 13F -9,490 shares

    0.65% of the 13F portfolio, value $13,124,379.

    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 584,616 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $13,440,314.

    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).