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Merriman Wealth Management, LLC: FNDC position timeline

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

Merriman Wealth Management, LLC held 359,575 FNDC 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 359,575 shares
    Change vs previous 13F -5,093 shares

    0.51% of the 13F portfolio, value $12,275,890.

    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 364,668 shares
    Change vs previous 13F -2,080 shares

    0.56% of the 13F portfolio, value $13,912,069.

    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 366,748 shares
    Change vs previous 13F -6,458 shares

    0.56% of the 13F portfolio, value $12,766,913.

    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 373,206 shares
    Change vs previous 13F -6,550 shares

    0.59% of the 13F portfolio, value $13,237,622.

    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 379,756 shares
    Change vs previous 13F -5,117 shares

    0.64% of the 13F portfolio, value $13,238,283.

    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 384,873 shares
    Change vs previous 13F -196,445 shares

    0.64% of the 13F portfolio, value $12,369,815.

    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 581,318 shares
    Change vs previous 13F +177,181 shares

    0.95% of the 13F portfolio, value $19,293,933.

    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 404,137 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $13,389,050.

    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).