Skip to content
Disclosery

Merriman Wealth Management, LLC: IWF position timeline

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

Merriman Wealth Management, LLC held 6,536 IWF 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 6,536 shares
    Change vs previous 13F -317 shares

    0.11% of the 13F portfolio, value $2,624,762.

    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 6,853 shares
    Change vs previous 13F -588 shares

    0.1% of the 13F portfolio, value $2,572,331.

    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 7,441 shares
    Change vs previous 13F +88 shares

    0.12% of the 13F portfolio, value $2,712,282.

    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 7,353 shares
    Change vs previous 13F -502 shares

    0.11% of the 13F portfolio, value $2,478,442.

    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 7,855 shares
    Change vs previous 13F -196 shares

    0.12% of the 13F portfolio, value $2,381,298.

    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 8,051 shares
    Change vs previous 13F -134 shares

    0.11% of the 13F portfolio, value $2,143,440.

    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 8,185 shares
    Change vs previous 13F +3,441 shares

    0.11% of the 13F portfolio, value $2,252,252.

    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 4,744 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,159,077.

    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).