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Merriman Wealth Management, LLC: VLUE position timeline

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

Merriman Wealth Management, LLC held 99,937 VLUE 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 99,937 shares
    Change vs previous 13F -4,701 shares

    0.44% of the 13F portfolio, value $10,554,356.

    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 104,638 shares
    Change vs previous 13F -2,088 shares

    0.46% of the 13F portfolio, value $11,409,682.

    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 106,726 shares
    Change vs previous 13F -1,542 shares

    0.48% of the 13F portfolio, value $11,041,908.

    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 108,268 shares
    Change vs previous 13F -2,829 shares

    0.52% of the 13F portfolio, value $11,726,534.

    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 111,097 shares
    Change vs previous 13F -3,598 shares

    0.55% of the 13F portfolio, value $11,238,592.

    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 114,695 shares
    Change vs previous 13F -4,352 shares

    0.54% of the 13F portfolio, value $10,416,529.

    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 119,047 shares
    Change vs previous 13F -5,676 shares

    0.55% of the 13F portfolio, value $11,165,458.

    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 124,723 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $11,548,069.

    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).