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Merriman Wealth Management, LLC: EFV position timeline

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

Merriman Wealth Management, LLC held 12,870 EFV 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 12,870 shares
    Change vs previous 13F -74,195 shares

    0.03% of the 13F portfolio, value $675,307.

    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 87,065 shares
    Change vs previous 13F -2,798 shares

    0.2% of the 13F portfolio, value $5,008,868.

    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 89,863 shares
    Change vs previous 13F -903 shares

    0.21% of the 13F portfolio, value $4,766,331.

    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 90,766 shares
    Change vs previous 13F -435 shares

    0.22% of the 13F portfolio, value $4,937,681.

    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 91,201 shares
    Change vs previous 13F -12,658 shares

    0.23% of the 13F portfolio, value $4,751,582.

    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 103,859 shares
    Change vs previous 13F -3,600 shares

    0.26% of the 13F portfolio, value $5,081,831.

    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 107,459 shares
    Change vs previous 13F -8,357 shares

    0.26% of the 13F portfolio, value $5,259,053.

    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 115,816 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,620,570.

    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).