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Merriman Wealth Management, LLC: DFSU position timeline

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

Merriman Wealth Management, LLC held 988,593 DFSU 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 988,593 shares
    Change vs previous 13F -29,352 shares

    1.56% of the 13F portfolio, value $37,467,678.

    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 1,017,945 shares
    Change vs previous 13F +11,366 shares

    1.54% of the 13F portfolio, value $37,847,200.

    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 1,006,579 shares
    Change vs previous 13F -2,654 shares

    1.53% of the 13F portfolio, value $35,089,330.

    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 1,009,233 shares
    Change vs previous 13F +29,429 shares

    1.55% of the 13F portfolio, value $34,727,710.

    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 979,804 shares
    Change vs previous 13F +37,540 shares

    1.48% of the 13F portfolio, value $30,501,312.

    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 942,264 shares
    Change vs previous 13F +26,844 shares

    1.35% of the 13F portfolio, value $26,143,126.

    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 915,420 shares
    Change vs previous 13F -11,639 shares

    1.3% of the 13F portfolio, value $26,277,119.

    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 927,059 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $24,678,314.

    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).