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Merriman Wealth Management, LLC: SUB position timeline

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

Merriman Wealth Management, LLC held 187,215 SUB 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 187,215 shares
    Change vs previous 13F -1,834 shares

    0.82% of the 13F portfolio, value $19,747,390.

    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 189,049 shares
    Change vs previous 13F +28,709 shares

    0.81% of the 13F portfolio, value $20,075,155.

    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 160,340 shares
    Change vs previous 13F +1,766 shares

    0.73% of the 13F portfolio, value $16,763,534.

    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 158,574 shares
    Change vs previous 13F -10,607 shares

    0.74% of the 13F portfolio, value $16,607,500.

    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 169,181 shares
    Change vs previous 13F -134,291 shares

    0.87% of the 13F portfolio, value $17,836,701.

    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 303,472 shares
    Change vs previous 13F -110,744 shares

    1.61% of the 13F portfolio, value $31,215,130.

    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 414,216 shares
    Change vs previous 13F -16,144 shares

    2.13% of the 13F portfolio, value $43,095,030.

    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 430,360 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $45,050,101.

    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).