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Merriman Wealth Management, LLC: IVLU position timeline

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

Merriman Wealth Management, LLC held 195,406 IVLU 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 195,406 shares
    Change vs previous 13F -9,713 shares

    0.22% of the 13F portfolio, value $5,297,456.

    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 205,119 shares
    Change vs previous 13F -258 shares

    0.25% of the 13F portfolio, value $6,057,154.

    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 205,377 shares
    Change vs previous 13F -3,882 shares

    0.25% of the 13F portfolio, value $5,635,536.

    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 209,259 shares
    Change vs previous 13F -12,447 shares

    0.26% of the 13F portfolio, value $5,907,378.

    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 221,706 shares
    Change vs previous 13F -132,601 shares

    0.29% of the 13F portfolio, value $5,877,423.

    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 354,307 shares
    Change vs previous 13F +92,475 shares

    0.46% of the 13F portfolio, value $8,985,223.

    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 261,832 shares
    Change vs previous 13F -33,898 shares

    0.33% of the 13F portfolio, value $6,663,622.

    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 295,730 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $7,331,159.

    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).