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Merriman Wealth Management, LLC: REZ position timeline

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

Merriman Wealth Management, LLC held 8,643 REZ 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 8,643 shares
    Change vs previous 13F -341 shares

    0.03% of the 13F portfolio, value $700,256.

    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 8,984 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $797,959.

    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).