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Merriman Wealth Management, LLC: REET position timeline

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

Merriman Wealth Management, LLC held 128,851 REET 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 128,851 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,088,547.

    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 128,851 shares
    Change vs previous 13F -6,497 shares

    0.14% of the 13F portfolio, value $3,439,020.

    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 135,348 shares
    Change vs previous 13F +20,747 shares

    0.14% of the 13F portfolio, value $3,146,830.

    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 114,601 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,713,740.

    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 114,601 shares
    Change vs previous 13F +84,578 shares

    0.13% of the 13F portfolio, value $2,771,041.

    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 30,023 shares
    Change vs previous 13F -23,058 shares

    0.03% of the 13F portfolio, value $641,873.

    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 53,081 shares
    Change vs previous 13F +19,472 shares

    0.06% of the 13F portfolio, value $1,219,260.

    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 33,609 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $770,643.

    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).