Skip to content
Disclosery

Merriman Wealth Management, LLC: ISRG position timeline

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

Merriman Wealth Management, LLC held 999 ISRG 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 999 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $521,214.

    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 996 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $489,094.

    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 988 shares
    Change vs previous 13F -128 shares

    0.02% of the 13F portfolio, value $439,321.

    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 1,116 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $445,385.

    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).