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Merriman Wealth Management, LLC: TSLA position timeline

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

Merriman Wealth Management, LLC held 13,106 TSLA 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 13,106 shares
    Change vs previous 13F +510 shares

    0.22% of the 13F portfolio, value $5,292,668.

    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 12,596 shares
    Change vs previous 13F -753 shares

    0.13% of the 13F portfolio, value $3,295,454.

    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 13,349 shares
    Change vs previous 13F +728 shares

    0.12% of the 13F portfolio, value $2,641,472.

    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 12,621 shares
    Change vs previous 13F +1,302 shares

    0.1% of the 13F portfolio, value $2,218,625.

    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 11,319 shares
    Change vs previous 13F -384 shares

    0.14% of the 13F portfolio, value $2,812,516.

    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 11,703 shares
    Change vs previous 13F -498 shares

    0.15% of the 13F portfolio, value $2,928,295.

    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 12,201 shares
    Change vs previous 13F -150 shares

    0.16% of the 13F portfolio, value $3,193,825.

    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 12,351 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,562,339.

    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).