Merriman Wealth Management, LLC: VBR position timeline

Merriman Wealth Management, LLC held 205,133 VBR 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 205,133 shares

   Change vs previous 13F -7,674 shares

   1.69% of the 13F portfolio, value $40,653,330.

   13F-HR 0001765380-25-000101 filed by Merriman Wealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 212,807 shares

   Change vs previous 13F -5,752 shares

   1.73% of the 13F portfolio, value $42,727,351.

   13F-HR 0001765380-24-000420 filed by Merriman Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 218,559 shares

   Change vs previous 13F -462 shares

   1.75% of the 13F portfolio, value $39,932,569.

   13F-HR 0001765380-24-000334 filed by Merriman Wealth Management, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 219,021 shares

   Change vs previous 13F -11,266 shares

   1.87% of the 13F portfolio, value $42,025,750.

   13F-HR 0001765380-24-000221 filed by Merriman Wealth Management, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 230,287 shares

   Change vs previous 13F -40,397 shares

   2.02% of the 13F portfolio, value $41,444,768.

   13F-HR 0001765380-24-000123 filed by Merriman Wealth Management, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 270,684 shares

   Change vs previous 13F +49,928 shares

   2.23% of the 13F portfolio, value $43,171,436.

   13F-HR 0001765380-23-000238 filed by Merriman Wealth Management, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 220,756 shares

   Change vs previous 13F -18,427 shares

   1.8% of the 13F portfolio, value $36,512,985.

   13F-HR 0001765380-23-000177 filed by Merriman Wealth Management, LLC
   Filed 2023-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 239,183 shares

   Change vs previous 13F not available

   1.96% of the 13F portfolio, value $37,972,703.

   13F-HR 0001765380-23-000101 filed by Merriman Wealth Management, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).