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Merriman Wealth Management, LLC: MSFT position timeline

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

Merriman Wealth Management, LLC held 92,179 MSFT 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 92,179 shares
    Change vs previous 13F +930 shares

    1.62% of the 13F portfolio, value $38,853,333.

    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 91,249 shares
    Change vs previous 13F +9,957 shares

    1.59% of the 13F portfolio, value $39,264,560.

    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 81,292 shares
    Change vs previous 13F -1,351 shares

    1.59% of the 13F portfolio, value $36,333,255.

    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 82,643 shares
    Change vs previous 13F +454 shares

    1.55% of the 13F portfolio, value $34,769,353.

    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 82,189 shares
    Change vs previous 13F +2,566 shares

    1.5% of the 13F portfolio, value $30,906,188.

    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 79,623 shares
    Change vs previous 13F +1,826 shares

    1.3% of the 13F portfolio, value $25,141,018.

    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 77,797 shares
    Change vs previous 13F -10,432 shares

    1.31% of the 13F portfolio, value $26,493,007.

    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 88,229 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $25,436,510.

    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).