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Merriman Wealth Management, LLC: IWM position timeline

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

Merriman Wealth Management, LLC held 13,279 IWM 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 13,279 shares
    Change vs previous 13F -53 shares

    0.12% of the 13F portfolio, value $2,934,025.

    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 13,332 shares
    Change vs previous 13F -235 shares

    0.12% of the 13F portfolio, value $2,944,833.

    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 13,567 shares
    Change vs previous 13F -781 shares

    0.12% of the 13F portfolio, value $2,752,709.

    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 14,348 shares
    Change vs previous 13F -109 shares

    0.13% of the 13F portfolio, value $3,017,392.

    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 14,457 shares
    Change vs previous 13F -918 shares

    0.14% of the 13F portfolio, value $2,901,743.

    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 15,375 shares
    Change vs previous 13F -20 shares

    0.14% of the 13F portfolio, value $2,718,721.

    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 15,395 shares
    Change vs previous 13F -254 shares

    0.14% of the 13F portfolio, value $2,883,075.

    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 15,649 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,791,777.

    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).