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Merriman Wealth Management, LLC: SPEM position timeline

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

Merriman Wealth Management, LLC held 80,057 SPEM 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 80,057 shares
    Change vs previous 13F -56,636 shares

    0.13% of the 13F portfolio, value $3,071,794.

    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 136,693 shares
    Change vs previous 13F -3,740 shares

    0.23% of the 13F portfolio, value $5,642,669.

    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 140,433 shares
    Change vs previous 13F -2,212 shares

    0.23% of the 13F portfolio, value $5,290,095.

    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 142,645 shares
    Change vs previous 13F +744 shares

    0.23% of the 13F portfolio, value $5,162,308.

    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 141,901 shares
    Change vs previous 13F +56,413 shares

    0.24% of the 13F portfolio, value $5,024,700.

    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 85,488 shares
    Change vs previous 13F -64,705 shares

    0.15% of the 13F portfolio, value $2,869,845.

    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 150,193 shares
    Change vs previous 13F +59,338 shares

    0.25% of the 13F portfolio, value $5,163,621.

    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 90,855 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,100,882.

    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).