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Merriman Wealth Management, LLC: DFSI position timeline

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

Merriman Wealth Management, LLC held 588,389 DFSI 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 588,389 shares
    Change vs previous 13F +20,048 shares

    0.8% of the 13F portfolio, value $19,328,588.

    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 568,341 shares
    Change vs previous 13F +12,652 shares

    0.82% of the 13F portfolio, value $20,309,789.

    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 555,689 shares
    Change vs previous 13F +10,393 shares

    0.8% of the 13F portfolio, value $18,304,411.

    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 545,296 shares
    Change vs previous 13F +6,439 shares

    0.82% of the 13F portfolio, value $18,360,125.

    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 538,857 shares
    Change vs previous 13F +7,867 shares

    0.84% of the 13F portfolio, value $17,260,732.

    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 530,990 shares
    Change vs previous 13F +36,458 shares

    0.79% of the 13F portfolio, value $15,244,725.

    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 494,532 shares
    Change vs previous 13F +18,969 shares

    0.74% of the 13F portfolio, value $15,058,511.

    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 475,563 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $14,290,672.

    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).