Skip to content
Disclosery

Merriman Wealth Management, LLC: SCHF position timeline

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

Merriman Wealth Management, LLC held 33,560 SCHF 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 33,560 shares
    Change vs previous 13F +16,584 shares

    0.03% of the 13F portfolio, value $620,853.

    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 16,976 shares
    Change vs previous 13F -1,313 shares

    0.03% of the 13F portfolio, value $698,058.

    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 18,289 shares
    Change vs previous 13F +3,724 shares

    0.03% of the 13F portfolio, value $708,809.

    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 14,565 shares
    Change vs previous 13F +1,032 shares

    0.03% of the 13F portfolio, value $568,327.

    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 13,533 shares
    Change vs previous 13F -1,658 shares

    0.02% of the 13F portfolio, value $500,180.

    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 15,191 shares
    Change vs previous 13F -183 shares

    0.03% of the 13F portfolio, value $515,887.

    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 15,374 shares
    Change vs previous 13F -1,138 shares

    0.03% of the 13F portfolio, value $548,084.

    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 16,512 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $574,618.

    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).