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Merriman Wealth Management, LLC: SCHV position timeline

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

Merriman Wealth Management, LLC held 76,437 SCHV 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 76,437 shares
    Change vs previous 13F +52,310 shares

    0.08% of the 13F portfolio, value $1,992,713.

    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 24,127 shares
    Change vs previous 13F -304 shares

    0.08% of the 13F portfolio, value $1,939,087.

    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 24,431 shares
    Change vs previous 13F -130 shares

    0.08% of the 13F portfolio, value $1,813,668.

    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 24,561 shares
    Change vs previous 13F -2,500 shares

    0.08% of the 13F portfolio, value $1,866,145.

    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 27,061 shares
    Change vs previous 13F -1,941 shares

    0.09% of the 13F portfolio, value $1,896,977.

    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 29,002 shares
    Change vs previous 13F -388 shares

    0.1% of the 13F portfolio, value $1,869,469.

    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 29,390 shares
    Change vs previous 13F +1,491 shares

    0.1% of the 13F portfolio, value $1,971,776.

    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 27,899 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,829,617.

    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).