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Merriman Wealth Management, LLC: ISCV position timeline

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

Merriman Wealth Management, LLC held 80,256 ISCV 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 80,256 shares
    Change vs previous 13F +333 shares

    0.21% of the 13F portfolio, value $5,089,024.

    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 79,923 shares
    Change vs previous 13F +773 shares

    0.21% of the 13F portfolio, value $5,073,557.

    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 79,150 shares
    Change vs previous 13F -3,536 shares

    0.2% of the 13F portfolio, value $4,583,604.

    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 82,686 shares
    Change vs previous 13F +504 shares

    0.23% of the 13F portfolio, value $5,060,408.

    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 82,182 shares
    Change vs previous 13F -16,091 shares

    0.24% of the 13F portfolio, value $4,865,998.

    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 98,273 shares
    Change vs previous 13F +612 shares

    0.26% of the 13F portfolio, value $5,103,587.

    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 97,661 shares
    Change vs previous 13F +35,887 shares

    0.26% of the 13F portfolio, value $5,275,648.

    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 61,774 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,222,571.

    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).