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Merriman Wealth Management, LLC: SCZ position timeline

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

Merriman Wealth Management, LLC held 65,739 SCZ 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 65,739 shares
    Change vs previous 13F -123,960 shares

    0.17% of the 13F portfolio, value $3,993,645.

    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 189,699 shares
    Change vs previous 13F +121,346 shares

    0.52% of the 13F portfolio, value $12,842,623.

    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 68,353 shares
    Change vs previous 13F -2,216 shares

    0.18% of the 13F portfolio, value $4,213,279.

    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 70,569 shares
    Change vs previous 13F -157 shares

    0.2% of the 13F portfolio, value $4,469,135.

    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 70,726 shares
    Change vs previous 13F -303 shares

    0.21% of the 13F portfolio, value $4,377,940.

    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 71,029 shares
    Change vs previous 13F -135 shares

    0.21% of the 13F portfolio, value $4,011,008.

    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 71,164 shares
    Change vs previous 13F -6,909 shares

    0.21% of the 13F portfolio, value $4,197,253.

    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 78,073 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,646,125.

    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).