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Merriman Wealth Management, LLC: IVV position timeline

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

Merriman Wealth Management, LLC held 19,166 IVV 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 19,166 shares
    Change vs previous 13F -956 shares

    0.47% of the 13F portfolio, value $11,282,386.

    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 20,122 shares
    Change vs previous 13F +1,499 shares

    0.47% of the 13F portfolio, value $11,606,623.

    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 18,623 shares
    Change vs previous 13F +1,948 shares

    0.45% of the 13F portfolio, value $10,190,866.

    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 16,675 shares
    Change vs previous 13F -254 shares

    0.39% of the 13F portfolio, value $8,766,461.

    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 16,929 shares
    Change vs previous 13F -1,386 shares

    0.39% of the 13F portfolio, value $8,085,679.

    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 18,315 shares
    Change vs previous 13F +1,343 shares

    0.41% of the 13F portfolio, value $7,871,960.

    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 16,972 shares
    Change vs previous 13F -1,552 shares

    0.37% of the 13F portfolio, value $7,564,375.

    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 18,524 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $7,615,042.

    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).