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Merriman Wealth Management, LLC: DFSE position timeline

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

Merriman Wealth Management, LLC held 285,830 DFSE 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 285,830 shares
    Change vs previous 13F +12,463 shares

    0.39% of the 13F portfolio, value $9,469,915.

    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 273,367 shares
    Change vs previous 13F +6,256 shares

    0.39% of the 13F portfolio, value $9,682,662.

    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 267,111 shares
    Change vs previous 13F +15,347 shares

    0.39% of the 13F portfolio, value $8,937,522.

    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 251,764 shares
    Change vs previous 13F +16,478 shares

    0.36% of the 13F portfolio, value $8,106,799.

    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 235,286 shares
    Change vs previous 13F +20,895 shares

    0.36% of the 13F portfolio, value $7,440,911.

    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 214,391 shares
    Change vs previous 13F +11,176 shares

    0.33% of the 13F portfolio, value $6,300,942.

    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 203,215 shares
    Change vs previous 13F +5,302 shares

    0.31% of the 13F portfolio, value $6,185,867.

    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 197,913 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $5,915,616.

    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).