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Merriman Wealth Management, LLC: SGOV position timeline

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

Merriman Wealth Management, LLC held 353,423 SGOV 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 353,423 shares
    Change vs previous 13F +323,687 shares

    1.48% of the 13F portfolio, value $35,455,396.

    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 29,736 shares
    Change vs previous 13F -15,496 shares

    0.12% of the 13F portfolio, value $2,995,010.

    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 45,232 shares
    Change vs previous 13F -5,082 shares

    0.2% of the 13F portfolio, value $4,555,307.

    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 50,314 shares
    Change vs previous 13F +23,152 shares

    0.23% of the 13F portfolio, value $5,067,081.

    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 27,162 shares
    Change vs previous 13F -314,617 shares

    0.13% of the 13F portfolio, value $2,723,489.

    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 341,779 shares
    Change vs previous 13F +306,756 shares

    1.78% of the 13F portfolio, value $34,406,942.

    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 35,023 shares
    Change vs previous 13F +13,369 shares

    0.17% of the 13F portfolio, value $3,524,355.

    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 21,654 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,177,960.

    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).