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Merriman Wealth Management, LLC: HYG position timeline

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

Merriman Wealth Management, LLC held 74,882 HYG 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 74,882 shares
    Change vs previous 13F -406 shares

    0.25% of the 13F portfolio, value $5,889,470.

    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 75,288 shares
    Change vs previous 13F -5,372 shares

    0.25% of the 13F portfolio, value $6,045,627.

    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 80,660 shares
    Change vs previous 13F -934 shares

    0.27% of the 13F portfolio, value $6,222,113.

    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 81,594 shares
    Change vs previous 13F -449 shares

    0.28% of the 13F portfolio, value $6,342,272.

    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 82,043 shares
    Change vs previous 13F +82,043 shares

    0.31% of the 13F portfolio, value $6,349,274.

    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 0 shares
    Change vs previous 13F -95,182 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2023-06-30
    13F 95,182 shares
    Change vs previous 13F -2,898 shares

    0.35% of the 13F portfolio, value $7,145,341.

    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 98,080 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $7,409,953.

    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).