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Merriman Wealth Management, LLC: VMBS position timeline

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

Merriman Wealth Management, LLC held 20,576 VMBS 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 20,576 shares
    Change vs previous 13F -528 shares

    0.04% of the 13F portfolio, value $932,905.

    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 21,104 shares
    Change vs previous 13F +4,051 shares

    0.04% of the 13F portfolio, value $996,314.

    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 17,053 shares
    Change vs previous 13F +7,338 shares

    0.03% of the 13F portfolio, value $774,218.

    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 9,715 shares
    Change vs previous 13F +475 shares

    0.02% of the 13F portfolio, value $443,096.

    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 9,240 shares
    Change vs previous 13F +667 shares

    0.02% of the 13F portfolio, value $428,371.

    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 8,573 shares
    Change vs previous 13F -138,343 shares

    0.02% of the 13F portfolio, value $375,335.

    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 146,916 shares
    Change vs previous 13F -3,564 shares

    0.33% of the 13F portfolio, value $6,756,672.

    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 150,480 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $7,004,851.

    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).