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Merriman Wealth Management, LLC: VNQI position timeline

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

Merriman Wealth Management, LLC held 23,523 VNQI 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 23,523 shares
    Change vs previous 13F -89,878 shares

    0.04% of the 13F portfolio, value $930,581.

    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 113,401 shares
    Change vs previous 13F +12,044 shares

    0.22% of the 13F portfolio, value $5,319,660.

    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 101,357 shares
    Change vs previous 13F +2,237 shares

    0.18% of the 13F portfolio, value $4,112,070.

    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 99,120 shares
    Change vs previous 13F -1,584 shares

    0.19% of the 13F portfolio, value $4,176,915.

    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 100,704 shares
    Change vs previous 13F +94,148 shares

    0.21% of the 13F portfolio, value $4,288,981.

    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 6,556 shares
    Change vs previous 13F +689 shares

    0.01% of the 13F portfolio, value $255,216.

    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 5,867 shares
    Change vs previous 13F +5,867 shares

    0.01% of the 13F portfolio, value $235,785.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.