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Merriman Wealth Management, LLC: DISV position timeline

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

Merriman Wealth Management, LLC held 8,865,282 DISV 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 8,865,282 shares
    Change vs previous 13F +274,044 shares

    9.81% of the 13F portfolio, value $235,550,547.

    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 8,591,238 shares
    Change vs previous 13F +204,826 shares

    10.14% of the 13F portfolio, value $249,661,383.

    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 8,386,412 shares
    Change vs previous 13F +253,225 shares

    9.86% of the 13F portfolio, value $225,636,412.

    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 8,133,187 shares
    Change vs previous 13F +362,946 shares

    9.86% of the 13F portfolio, value $221,141,366.

    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 7,770,241 shares
    Change vs previous 13F +14,818 shares

    9.75% of the 13F portfolio, value $200,355,685.

    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 7,755,423 shares
    Change vs previous 13F +199,146 shares

    9.54% of the 13F portfolio, value $184,423,963.

    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 7,556,277 shares
    Change vs previous 13F +104,483 shares

    8.82% of the 13F portfolio, value $178,705,955.

    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 7,451,794 shares
    Change vs previous 13F not available

    9.14% of the 13F portfolio, value $177,389,974.

    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).