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Merriman Wealth Management, LLC: VGSR position timeline

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

Merriman Wealth Management, LLC held 2,050,284 VGSR 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 2,050,284 shares
    Change vs previous 13F +19,300 shares

    0.86% of the 13F portfolio, value $20,748,876.

    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 2,030,984 shares
    Change vs previous 13F +29,800 shares

    0.92% of the 13F portfolio, value $22,564,234.

    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 2,001,184 shares
    Change vs previous 13F +177,168 shares

    0.85% of the 13F portfolio, value $19,351,450.

    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 1,824,016 shares
    Change vs previous 13F +58,808 shares

    0.8% of the 13F portfolio, value $17,883,933.

    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 1,765,208 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $17,581,471.

    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).