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Merriman Wealth Management, LLC: IJJ position timeline

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

Merriman Wealth Management, LLC held 53,843 IJJ 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 53,843 shares
    Change vs previous 13F -2,617 shares

    0.28% of the 13F portfolio, value $6,728,222.

    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 56,460 shares
    Change vs previous 13F -914 shares

    0.28% of the 13F portfolio, value $6,979,586.

    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 57,374 shares
    Change vs previous 13F -1,207 shares

    0.28% of the 13F portfolio, value $6,509,655.

    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 58,581 shares
    Change vs previous 13F -3,112 shares

    0.31% of the 13F portfolio, value $6,929,547.

    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 61,693 shares
    Change vs previous 13F -568 shares

    0.34% of the 13F portfolio, value $7,035,470.

    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 62,261 shares
    Change vs previous 13F -1,287 shares

    0.33% of the 13F portfolio, value $6,290,688.

    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 63,548 shares
    Change vs previous 13F -1,950 shares

    0.34% of the 13F portfolio, value $6,807,898.

    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 65,498 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $6,731,230.

    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).