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Merriman Wealth Management, LLC: SPDW position timeline

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

Merriman Wealth Management, LLC held 135,739 SPDW 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 135,739 shares
    Change vs previous 13F -9,801 shares

    0.19% of the 13F portfolio, value $4,632,765.

    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 145,540 shares
    Change vs previous 13F +2,327 shares

    0.22% of the 13F portfolio, value $5,466,474.

    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 143,213 shares
    Change vs previous 13F -1,909 shares

    0.22% of the 13F portfolio, value $5,023,904.

    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 145,122 shares
    Change vs previous 13F -7,071 shares

    0.23% of the 13F portfolio, value $5,201,164.

    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 152,193 shares
    Change vs previous 13F -6,270 shares

    0.25% of the 13F portfolio, value $5,176,076.

    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 158,463 shares
    Change vs previous 13F -26,946 shares

    0.25% of the 13F portfolio, value $4,913,941.

    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 185,409 shares
    Change vs previous 13F -32,191 shares

    0.3% of the 13F portfolio, value $6,033,212.

    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 217,600 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,989,305.

    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).