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Merriman Wealth Management, LLC: PDN position timeline

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

Merriman Wealth Management, LLC held 0 PDN shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -124,309 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 124,309 shares
    Change vs previous 13F -1,854 shares

    0.18% of the 13F portfolio, value $4,017,630.

    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).

  3. period ended2024-03-31
    13F 126,163 shares
    Change vs previous 13F -1,777 shares

    0.18% of the 13F portfolio, value $4,148,244.

    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).

  4. period ended2023-12-31
    13F 127,940 shares
    Change vs previous 13F +127,940 shares

    0.2% of the 13F portfolio, value $4,155,494.

    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).

  5. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -146,709 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2023-06-30
    13F 146,709 shares
    Change vs previous 13F -8,464 shares

    0.22% of the 13F portfolio, value $4,518,638.

    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).

  7. period ended2023-03-31
    13F 155,173 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,811,925.

    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).