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Merriman Wealth Management, LLC: SPHQ position timeline

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

Merriman Wealth Management, LLC held 0 SPHQ shares at 2023-12-31 per its 13F-HR filed 2024-02-13.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -224,260 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 224,260 shares
    Change vs previous 13F -7,922 shares

    0.58% of the 13F portfolio, value $11,221,953.

    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).

  3. period ended2023-06-30
    13F 232,182 shares
    Change vs previous 13F -12,958 shares

    0.58% of the 13F portfolio, value $11,713,603.

    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).

  4. period ended2023-03-31
    13F 245,140 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $11,600,025.

    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).